Director Brokerage, Central Finance

Fidelity Investments • Boston, MA

14d • $110,000 - $222,000

About The Position

The Director, Brokerage Central Finance leads financial planning and analysis activities for Fidelity Brokerage, including monthly financial reporting, budgeting and forecasting, headcount and P&L governance, executive reporting, and business performance analysis. Reporting to the Head of Central Finance, the Director leads a team that delivers financial insights, manages the planning process, and supports decision-making through analysis and reporting. As a finance partner to Brokerage leadership, the Director measures and assesses business performance, identifies opportunities and risks, and supports strategic priorities through a financial lens. The role also contributes to executive presentations used across multiple forums.

Success requires strong business acumen, analytical rigor, effective partnerships across Brokerage, Finance, and enterprise teams, and a commitment to improving financial planning, reporting, and governance processes. The Director also leads the development of a high-performing team.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve as the rollout continues; the transition does not apply to fully remote roles. The base salary range is $110,000–$222,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Depending on position and eligibility, compensation may also include a bonus or other variable compensation. Fidelity offers benefits including health care coverage, emotional well-being support, retirement benefits, paid time off, parental leave, charitable giving employee match, educational assistance, student loan repayment, tuition reimbursement, and learning resources. The application window closes when the position is filled or unposted. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
• 10+ years of experience in Finance, FP&A, business planning, or related disciplines.
• Expertise in budgeting, forecasting, financial modeling, scenario planning, and business performance analysis.
• Strong financial acumen and ability to translate business results into actionable insights and recommendations.
• Experience partnering with business leaders and subject matter experts to support decision-making, evaluate opportunities, and challenge assumptions.
• Excellent analytical, communication, and presentation skills, including experience supporting executive-level communications.
• Strong relationship-building skills and ability to collaborate across functions and levels.
• Proven ability to lead, develop, and motivate high-performing teams.
• Strong organizational and prioritization skills, including the ability to lead teams, manage competing priorities, and make sound decisions in a dynamic environment.
• Customer-focused mindset and commitment to continuous improvement.
• Proficiency with financial reporting, modeling, and data visualization tools, including Excel, PowerPoint, Tableau, Power BI, ThinkCell, or similar tools.

Nice To Haves

• MBA preferred.
• Continuous learner who proactively deepens knowledge of the business, industry, and evolving competitive landscape.

Responsibilities

• Lead annual planning, forecasting, and business performance reporting for Fidelity Brokerage.
• Provide financial analysis, modeling, and scenario planning to help leaders understand performance, evaluate risks and opportunities, and make informed decisions.
• Develop executive presentations and communications that clearly convey financial performance and business insights.
• Drive financial discipline and consistency across planning, forecasting, reporting, and governance processes.
• Partner across Brokerage Finance and the broader Finance organization to deliver timely, actionable insights and promote consistency in reporting, data standards, and analytical approaches.
• Lead coordination and execution of highly visible deliverables and projects.
• Develop talent and foster a culture of collaboration, accountability, and continuous improvement.
• Lead a team responsible for financial insights, the planning process, reporting, and decision support.
• Measure and assess business performance, identify opportunities and risks, and support strategic priorities through financial analysis.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career
• Bonus or other variable compensation may be included depending on position and eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Director