Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Sr. Manager, Finance Business Performance and Insights within the Brokerage Finance team will deliver the data, strategic insights and analysis to advise business strategy and decision making, measure and evaluate business performance, and monitor key initiatives. You will be a contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with other finance teams across the firm.
The Expertise We’re Looking For
Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent; MBA or advanced degree a plus
3-5 years’ experience in data analytics, and financial and business analysis, preferably in the Financial Services industry
Strong working knowledge of finance-based datasets, methodologies a plus
Experience in assembling disparate datasets and creating nuanced visualizations to drive analytical analysis of business performance
Experience in Decision Support, Customer Analytics, Performance Measurement, and Revenue Models.
You are flexible and can contribute to multiple projects concurrently
Solid working knowledge of Brokerage or Wealth Business units a plus.
Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
Ability to lead efforts to synthesize large amounts of information into concise, actionable story for leaders
Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Alteryx, Tableau, Business Objects, SQL)
The Skills You Bring
You have a passion for visualization design and dashboard development using Power BI, Tableau, or similar tools.
Intellectual curiosity and willingness to dig deeply into business problems to understand causal factors
Proven ability to craft presentations for leaders
Strong strategic and analytical skills combined with proven business and financial acumen
Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships
Strong ability to learn new datasets, business processes, and visualization tools depending on project scope
Proven ability and flexibility to manage multiple high-priority, deliverables in a deadline driven environment
Passion and energy in everything you do and a customer obsessed mindset
The Value You Deliver
Contributing to the coordination and execution of highly visible deliverables and projects
Empowering business partners with information and insights that directly impact organizational goals.
Driving sound decision making for the Fidelity Brokerage business
Maintaining positive relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects
Managing projects and motivating an effective team through solid organizational, collaboration, and coaching skills
Partnership with subject matter specialists and key partners
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 Business, Finance, Economics, Data Science, Information Sciences, or equivalent
- 3-5 years of experience in data analytics and financial or business analysis
- Experience assembling disparate datasets and creating visualizations for business performance analysis
- Experience in decision support, customer analytics, performance measurement, and revenue models
- Strong analytical, organizational, communication, conceptual thinking, and problem-solving skills
- Ability to synthesize large amounts of information into concise, actionable stories for leaders
- Knowledge of financial modeling, presentation, and data visualization tools
- Passion for visualization design and dashboard development using Power BI, Tableau, or similar tools
- Strong strategic and analytical skills with business and financial acumen
- Excellent communication and interpersonal skills, including the ability to influence and build relationships
- Ability to manage multiple high-priority deliverables in a deadline-driven environment
- Ability to learn new datasets, business processes, and visualization tools
- MBA or advanced degree
- Experience in the financial services industry
- Strong working knowledge of finance-based datasets and methodologies
- Knowledge of Brokerage or Wealth business units
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.
