Director, Finance

Fidelity • Smithfield, RI

12h • Hybrid

About The Position

As a Director within the Fidelity Wealth (FW) Finance Team, you will support the Investment Advisor Group (IAG) by delivering impactful, insight‑driven financial analysis to business partners. You will lead a broad range of analytics, financial management activities, and strategic business partner support to drive improved outcomes and financial performance across the organization. You will be responsible for producing consultative analytics and executive‑level recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership. The role also requires close collaboration with the Compensation team on Advisor compensation strategy and execution. In this line‑finance position, you will partner closely with IAG business leaders, FW Finance leaders, colleagues across the Finance organization, and critical Compensation stakeholders. Additionally, you will play a key leadership role by mentoring and guiding junior financial analysts within the group.
As part of the Fidelity Wealth Finance organization, you will support senior management by providing insightful, actionable financial analysis that guides decision‑making impacting Fidelity’s clients, associates, and future growth. In this role, you will collaborate across Finance, Compensation, and IAG leadership to deliver high‑impact analytics, strategic recommendations, and proactive partnership that advance the goals and development of the broader business.

Requirements

• Bachelor’s degree in Finance, Economics, or related field; MBA or advanced degree preferred
• 10+ years of Finance experience with a strong track record in financial modeling and analysis
• FP&A and line‑finance experience, with proven ability to partner effectively with senior leaders
• Exceptional management, analytical, communication, conceptual thinking, project management, and problem‑solving skills
• Ability to both lead and contribute within team environments
• Confidence, business maturity, and presence to work independently and collaborate across all organizational levels, including with senior executives
• Demonstrated project management experience, including establishing timelines and overseeing full project lifecycles
• Strong interpersonal skills with the ability to build consultative, cross‑functional relationships
• Ability to quickly gain subject‑matter expertise and apply institutional knowledge to produce high‑quality analytics
• Proven ability to manage multiple priorities in a deadline‑driven environment, with comfort navigating ambiguity
• Initiative and creativity in challenging conventional approaches and driving innovative solutions
• Demonstrated leadership skills with the ability to develop financial analyst talent
• Ability to prioritize, delegate, and lead effectively in a matrixed environment, understanding when to involve other centers of excellence

Responsibilities

• Delivering impactful, insight‑driven financial analysis to business partners
• Lead a broad range of analytics, financial management activities, and strategic business partner support
• Producing consultative analytics and executive‑level recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership
• Collaboration with the Compensation team on Advisor compensation strategy and execution
• Partner closely with IAG business leaders, FW Finance leaders, colleagues across the Finance organization, and critical Compensation stakeholders
• Mentoring and guiding junior financial analysts within the group
• Providing insightful, actionable financial analysis that guides decision‑making impacting Fidelity’s clients, associates, and future growth
• Collaborate across Finance, Compensation, and IAG leadership to deliver high‑impact analytics, strategic recommendations, and proactive partnership that advance the goals and development of the broader business

What This Job Offers

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