Director, Finance
About The Position
The Fidelity Institutional (FI) Product & Advisory Solutions Finance team supports the FundsNetwork (FNW) platform, as well as FI’s Wealth Advisory Managed Solutions (WAMS) and the FI and Asset Management Marketing organizations. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. The FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through Fidelity’s Institutional, Retail, and Workplace channels. The finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI’s and FNW’s future-ready revenue model.
Requirements
- A bachelor’s degree in finance, accounting, economics, or equivalent training
- 8+ years of relevant work experience
- Proficiency with MS Excel and PowerPoint
Nice To Haves
- People-management experience preferred
- Experience with Power BI and/or Tableau a plus
- Strong analytical and strategic thinking
- Strong financial modeling skills
- Solid communication skills and confidence interacting with various levels within the organization
- Ability to organize and effectively manage multiple projects simultaneously
- Ability to lead and develop a team of associates to drive value for our business partners
- Ability to handle ambiguity and work under pressure in a dynamic environment
- Intellectual curiosity and ability to ask questions in a variety of settings
Responsibilities
- Lead finance’s support of the WAMS organization, which owns FI’s Custom SMA and Custom Model Portfolio products, the FMAX managed account platform, and a suite of Portfolio Construction tools and services offered to financial intermediaries.
- Perform financial analyses.
- Support client/product pricing decisions.
- Develop and deliver financial reporting.
- Lead budgeting and multi-year planning efforts.
- Build strong relationships with leaders in the WAMS organization and other business partners across FI.
- Develop, support, and enable your team to deliver high-value work to our various stakeholders.
- Advise and consult with leaders across the WAMS organization on economic implications of decisions such as investments in new products and enhancements and product pricing strategy.
- Organize, prioritize, and set expectations with partners regarding finance projects and deliverables.
- Provide ongoing insight into the performance of FI and Enterprise initiatives such as FMAX, Model Portfolios, SMAs, and Portfolio Construction.
- Lead multiple client / product pricing processes to support FI’s growth while maintaining strong ROI.
- Work effectively across the organization to accomplish our objectives.
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
