Sr. Executive Assistant

The Role

As a member of the the Operations and Services Group teams in the Wealth organization,  you will provide sophisticated administrative support for two CIO’s. In this role, you frequently will be called upon to use your interpersonal skills as you support each leader’s daily initiatives and directly interact with business partners and the teams at large. You will be asked to prioritize multiple tasks simultaneously and serve as the focal point of a multifaceted, fast-paced business environment.

Your responsibilities include:

• Arrange and manage 3 or more executives’ travel, including itineraries, accommodations, and contingency planning; review and prioritize expense reports and process invoices accurately and efficiently

• Coordinate cross‑region offsites, leadership meetings, and enterprise‑wide and team all‑hands meetings, including logistics, agendas, pre‑reads, materials, and follow‑up actions

• Partner closely with executives to plan and execute strategic forums, town halls, culture‑building events, and leadership sessions that drive engagement and alignment

• Track and follow up on key action items and executive commitments, helping leaders stay aligned with priorities and deadlines

• Support team‑level engagement initiatives, including onboarding coordination, recognition efforts, and internal communications

• Provide support in various administrative projects, assisting executives by taking ownership for complex details and execute independently

• Maintain confidentiality and possess a detailed knowledge of the Executive’s span of control, organization and company policies and procedures

The Expertise and Skills You Bring

• Bachelor's degree is strongly preferred, but not required

• 8+ years of senior executive admin experience, supporting high level executives and varied levels of organization

• This position requires a broad understanding of company/functional policies and practices, financial industry background is highly preferred

• Polished senior executive assistant with professional maturity and previous corporate environment experience

• Proven effectively to interact with senior level management and have excellent communication skills

• Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other broader tasks

• Effectively work in a high volume, fast-pace environment, balancing multiple priorities

• Detail-oriented, proactive, and possess strong organizational skills

• Self-starter with a sense of ownership who has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance

• Have the ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature

• Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities

• You are a great teammate who develops strong working relationships with colleagues across the company

• Willing to learn and advance your skills

• Excellent writing and grammar skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook)

• Prioritizing team-level engagement and events 

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The administrative staff at Fidelity plays a vital role in the company's success, and those individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You will work directly with, and provide support to, management at all levels of the company and frequently share best practices as well.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.