As a Director on the Fidelity Wealth (FW) Finance Team, you will support the Investor Services (IS) organization by delivering impactful, insightful financial analysis that drives improved outcomes and stronger financial performance. This role partners closely with leaders across Investor Services—particularly those overseeing Fidelity Advisory Services (FAS) and Executive Services (ES)—to provide strategic analytics, performance management, annual planning, and executive-level recommendations.
You will lead a wide range of consultative analytics, manage strategic priorities, and guide financial decision-making across the business. Additionally, you will serve as a key leader within the FW Finance group, overseeing responsibilities for junior financial analysts and contributing to the overall development of the team.
The Expertise and Skills You Bring- Bachelor’s degree in Finance, Economics, or related discipline; MBA or advanced degree preferred
- 10+ years of professional Finance experience with a strong track record in financial modeling and analysis
- FP&A and line finance experience with ability to partner effectively with senior leaders
- Outstanding management, analytical, communication, conceptual thinking, problem-solving, and project management capabilities
- Flexibility to both lead and contribute within teams
- Business maturity, confidence, and strong presence when working independently or collaborating across the organization
- Experience leading full project lifecycles, from establishing timelines to execution
- Strong interpersonal skills with the ability to build consultative relationships across Finance and the business
- Ability to quickly develop subject matter expertise and apply institutional knowledge to produce high-quality analytics
- Proven ability to manage multiple priorities in a deadline-driven environment while operating effectively amid ambiguity
- Initiative and creativity in developing innovative solutions that challenge traditional approaches
- Demonstrated leadership in developing and mentoring financial analyst talent
- Ability to prioritize, delegate, and lead within a highly matrixed environment, with strong judgment on when to involve other COEs
Note: Fidelity is not providing immigration sponsorship for this position
The TeamYou will be part of the Fidelity Wealth Finance Team, working closely with IS business leaders, FW Finance leadership, and Finance colleagues across the organization. Your work will directly support senior management by delivering high-impact analytics, strategic recommendations, and executive-ready insights. As a key contributor to FW Finance’s mission, you will help guide decision‑making that influences the growth and development of Fidelity’s Wealth businesses and strengthens outcomes for both clients and associates.
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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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.
