Senior Manager, Wealth Finance

Fidelity • Smithfield, RI

1d • Onsite

About The Position

As a Senior Manager 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 own 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 developing consultative analytics and 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 Finance, and critical Compensation stakeholders. You will be expected to independently drive complex analyses, synthesize insights into clear recommendations, and provide guidance to junior financial analysts within the group.

Requirements

• Bachelor’s degree in Finance, Economics, or related field
• 6+ years of Finance experience with a strong track record in financial modeling and analysis
• Strong analytical, conceptual thinking, communication, and problem-solving skills
• Intellectual curiosity and a consultative mindset, with a willingness to ask essential questions and challenge assumptions
• Strong business judgment and ability to translate analysis into actionable recommendations
• Proven ability to independently own complex work, manage multiple priorities, and navigate ambiguity
• Initiative and creativity in challenging conventional approaches and developing solutions
• Strong interpersonal skills with the ability to build consultative, cross-functional relationships and influence across organizational levels
• Demonstrated leadership skills, including mentoring and guiding junior talent

Nice To Haves

• MBA or advanced degree preferred

Responsibilities

• Deliver impactful, insight-driven financial analysis to business partners.
• Own a broad range of analytics and financial management activities.
• Provide strategic business partner support to drive improved outcomes and financial performance.
• Develop consultative analytics and recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership.
• Collaborate with the Compensation team on Advisor compensation strategy and execution.
• Partner closely with IAG business leaders, FW Finance leaders, colleagues across Finance, and critical Compensation stakeholders.
• Independently drive complex analyses.
• Synthesize insights into clear recommendations.
• Provide guidance to junior financial analysts within the group.

What This Job Offers

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