Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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.
The Expertise and Skills You Bring
- Bachelor’s degree in Finance, Economics, or related field; MBA or advanced degree preferred
- 6+ years of Finance experience with a strong track record in financial modeling and analysis
- Strong analytical, conceptual thinking, communication, and problem-solving skillsI
- Itellectual 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
The Team
As part of the Fidelity Wealth Finance organization, you will support the Investment Advisor Group, a nearly 10,000-person organization and a key revenue generator for Fidelity. You will collaborate across Finance, Compensation, and IAG leadership to deliver high-impact analytics, strategic recommendations, and proactive partnership that support business performance and future growth.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote 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.
Skills Required
- Bachelor’s degree in Finance, Economics, or a related field
- MBA or advanced degree
- 6+ years of finance experience
- Strong financial modeling and analysis experience
- Strong analytical, conceptual thinking, communication, and problem-solving skills
- Intellectual curiosity and a consultative mindset
- Strong business judgment and ability to translate analysis into actionable recommendations
- Ability to independently own complex work, manage multiple priorities, and navigate ambiguity
- Initiative and creativity in developing solutions
- Strong interpersonal and cross-functional relationship-building skills
- Demonstrated leadership skills, including mentoring and guiding junior talent
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
