Job Title: Director, Finance
The Role
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.
The Expertise and Skills You Bring
- 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
Note: Fidelity is not providing immigration sponsorship for this position
The TeamAs 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
