Director, Finance

Fidelity Investments • Boston, MA

7d • $110,000 - $222,000

About The Position

The Director, Finance is a key member of the Finance team supporting Fidelity Brokerage’s Client Services organization. The role provides strategic recommendations to help business leaders make informed decisions and improve business performance. Its primary focus is supporting Stock Plan Services within Client Services, as well as Brokerage’s Scale Our Service initiative. The Director conducts ad hoc business performance analysis, develops executive-level insights and recommendations, and leads consultative analytics focused on critical strategic priorities.

The Director also contributes to developing, coaching, and mentoring junior team members and helps build a high-performing finance organization. The role supports the continued growth, scalability, and evolution of the business. Successful candidates bring strong analytical and problem-solving capabilities, executive communication skills, and the ability to manage competing priorities in a fast-paced, dynamic environment.

Requirements

• Bachelor’s degree in Finance, Economics, or equivalent.
• More than 10 years of professional Finance experience, with a successful track record in financial modeling and analysis.
• Ability to combine a strategic business perspective with project management and analytical skills, and solid business and financial acumen.
• Excellent written and verbal communication skills, including the ability to explain complex financial information and create presentations that influence executive decision-making.
• Strong interpersonal skills and ability to build consultative relationships across Finance and the business.
• Knowledge and expertise in financial, presentation, and data visualization tools, including MS Excel, MS PowerPoint, Thinkcell, Tableau, and CWE/SQL.
• Intellectual curiosity, flexibility, and ability to contribute to a team.
• Confidence, business maturity, and presence to work independently and collaborate across all organizational levels, including influencing senior management.
• Outstanding critical-thinking, problem-solving, decision-making, and analytical skills.
• Project management experience establishing timelines and leading all aspects of the project lifecycle.
• Ability to gain subject matter expertise quickly and apply institutional knowledge to develop quality analytics.
• Ability to manage several priorities in a deadline-driven environment, with flexibility, resourcefulness, and comfort with ambiguity.
• Ability to take initiative and find creative solutions that challenge conventional approaches.
• Ability to prioritize, delegate, drive work, and lead others in a highly matrixed environment, using judgment about when to involve other COEs.

Nice To Haves

• MBA or advanced degree.

Responsibilities

• Support Stock Plan Services within Client Services and Brokerage’s Scale Our Service initiative.
• Conduct ad hoc business performance analysis and lead consultative analytics on strategic priorities.
• Develop executive-level insights and recommendations to inform business decisions and performance.
• Lead high-impact, high-visibility financial analytics and deliverables across Distribution and PI more broadly.
• Lead analyses and provide strategic recommendations to management and business partners.
• Synthesize data, analyses, and conclusions into presentations for senior management.
• Promote consistent analysis approaches and standards for data and definitions across PI and the enterprise, and proactively support time-critical projects.
• Partner and communicate proactively with business and Finance partners.
• Use tools and business knowledge to provide insightful information, reporting, and analytics that evolve with the business.
• Work with the business to understand investment opportunities and provide cost-benefit analyses.
• Develop, coach, and mentor junior team members.
• Prioritize, delegate, drive work, and lead others in a highly matrixed environment.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development
• Bonus or other variable compensation may be included depending on position and eligibility requirements

What This Job Offers

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