Vice President, Finance

2 weeks ago

Boston, United States Fidelity Investments Inc. Full time
Job Description:

The Role

The Finance VP will report to the VP of Wealth Central Finance, leading the decision support team, financial architecture and profitability team, and playing a leadership role in multiple strategic initiatives. The decision support and analytics team lead analytics, insight, and governance for strategic initiatives. The financial architecture team is responsible for LOB and customer profitability for Retail and driving finance modernization. This role will partner closely with the Wealth Finance SLT, members of the Wealth SLT, and cross business unit finance teams. You will deliver strategic insights and analysis to advise decision making, measure and evaluate business performance, provide leadership on key initiatives, and lead and coach the team.

The Expertise & Skills You Bring

  • Bachelor’s degree in Business, Finance, Accounting or equivalent and 15+ years of experience, or graduate degree with 12+ years of experience
  • Experience building and leading finance teams in support of financial and strategic processes and initiatives with proven business and financial acumen
  • Excellent communication and interpersonal skills along with a strong ability to effectively influence others and build relationships
  • Unmatched organizational and prioritization skills – ability to coordinate, think and act decisively and with a broad perspective
  • Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
  • Thrives in a fast-paced, deadline driven organization, prioritizes well under pressure, and takes ownership and accountability for your work and the work of your team.
  • Experience effectively developing and empowering teams, delivering constructive feedback, mentoring team members
  • Encourages and engages in candid debate, receptive and responsive to feedback, and proactive in ongoing personal development.

The Value You Deliver

  • Drive SLT, Board, and Operating Committee analyses and presentations, including planning discussions with Wealth SLT and other senior audiences
  • Retail Finance leadership for Finance Modernization efforts including utilization of various costing and profitability models
  • Ability and passion for connecting and establishing relationships at all levels of the organization with proven ability to consult and influence key partners
  • Outstanding communication and presentation skills, including the ability to analyze sophisticated issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making
Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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