Senior Manager, Shareholder Reporting

Fidelity • Westlake, TX

12h

About The Position

The Senior Manager, Shareholder Reporting leads a team responsible for producing accurate, time-sensitive regulatory reports and filings for shareholders and regulators. The role supports Fidelity’s registered funds by delivering high-quality and efficient shareholder reporting solutions, improving processes through controls and automation, and helping implement new regulatory reporting requirements. The Senior Manager coaches and mentors staff, promotes accountability and continuous improvement, and works collaboratively under deadline pressure.

The position is part of Fidelity Fund and Investment Operations (FFIO), within the Shareholder Reporting service line. The team produces and distributes financial statements, prospectuses, and other fund and legal documents, and files them with the SEC. Its work includes developing reporting solutions for new investment products, incorporating changing regulations, and implementing a new technology platform.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Current onsite expectations vary, and may evolve; the posting does not specify the expectation for this particular position. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree or equivalent.
• At least 5 years of financial services experience with a mutual fund operation, custodian bank, or asset manager, focused on legal and financial regulatory reporting.
• Solid understanding of risk frameworks and ability to design and lead processes that ensure a strong control environment.
• Ability to identify and drive improvements and automation in existing processes.
• Ability to work with all levels of management and influence high-impact decisions quickly and accurately.
• Strong understanding of workflows and requirements of internal and external business partners and systems applications.
• Experience helping to define and understand the environmental impacts of initiatives to anticipate and coordinate operational readiness.
• Excellent written and verbal communication skills and strong presentation capability.
• Ability to work as part of a team and under pressure to meet deadlines.

Responsibilities

• Inspire and guide a team in delivering high-quality, time-sensitive regulatory documents.
• Champion process excellence by implementing controls and identifying opportunities for automation.
• Collaborate with data, systems, audit firms, and legal teams to streamline workflows and reduce risk.
• Mentor and develop talent, fostering accountability, innovation, and continuous improvement.
• Deliver accurate and time-sensitive regulatory reports and filings required by shareholders and regulators.
• Support implementation of new regulatory reporting requirements and process improvements.
• Help produce and distribute financial statements, prospectuses, and other fund and legal documents, and file them with the SEC.

What This Job Offers

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