Job Description:

Senior Manager, Brokerage Service Operations Finance

The Role

This Senior Manager role is a member of the Brokerage Service Operations (BSO) Finance team, delivering impactful, insightful, and actionable financial analysis to our BSO business partners to guide effective decision-making. Over the past several years, Fidelity has acquired millions of new retail customers. BSO drives the development of those customers into satisfied and profitable investors. As the Finance team supporting BSO, we guide the development and implementation of business strategies through our understanding of the economics of our products and customers and through our ability to assess the financial impact of our decisions. The candidate filling this role will perform economic analyses around the various components of the strategy, including new customer and product opportunities, evaluation of pricing, and measuring the success of our business. Disciplined financial analysis, strong relationship building, and the ability to understand how to communicate useful financial information to business partners are essential. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.

The Expertise We’re Looking For

• Undergraduate degree in Business, Accounting, Finance, Economics, or equivalent; MBA or advanced degree preferred.
• 8+ years of related work experience in Financial Planning and Analysis, Budgeting, Revenue Models and Scenario Modeling
• Flexibility and ability to contribute to the team on multiple projects.
• Strong analytical, organizational and communication skills, conceptual thinking, and problem-solving capabilities.
• Solid knowledge of financial, presentation, and data visualization tools (Excel, PowerPoint, Think-cell, Tableau, Business Objects, Anaplan, SQL)

The Skills You Bring

• Proven ability to craft presentations for senior management
• Intellectual curiosity
• Strong strategic and analytical skills combined with proven business and financial acumen
• Excellent communication and interpersonal skills along with your ability to influence others and build relationships
• Ability to develop and implement financial reporting that drives good financial discipline
• Unmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspective
• Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
• Enthusiasm and energy in everything you do and a customer obsessed mindset

The Value You Deliver

• Coordination and execution of broad high-profile projects
• Sourcing information and synthesizing insights for executive management
• 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
• Ability to informally lead a team; Mentoring junior talent team to encourage collaboration and boost personal development

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least two weeks, all business days, every four weeks. These requirements are subject to change.

The base salary range for this position is $81,000-$137,000 per year.

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.

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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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