Job Description:
Fidelity Asset Management is seeking a highly, experience and motivated finance and strategy professional for the role of Head of Strategy, Planning and Central Finance. This role is a highly collaborative position which requires regular active engagement with the President of the Asset Management Division, the Asset Management senior team, and other senior leaders throughout the firm. Providing thought leadership on financial, strategic, and competitive trends and identifying implications for business goals and objectives is critical!The Expertise and Skills You BringAn advanced degree and professional accreditation is required. We are looking for expertise in strategy, development, consulting, financial planning, forecasting and analysis. Deep expertise in program management of large, complex, and highly visible initiatives. Outstanding communication, conceptual thinking, and problem-solving capabilities. Experience in the asset management industry and an understanding of the broader financial ecosystem.
The skills you bring are:Proven ability to consult and influence senior leader actionsStrong presentation and facilitation skillsAbility to build relationships at all levels of the organizationProven experience to be bold and future-focused to imagine new possibilitiesPossess the balance of interpersonal skills and analytical abilities, and the ability to recognize impact on others and adapt to be effective in different situationsAbility to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary researchOutstanding written and verbal communication skills
As the Head of Strategy, Planning and Central Finance you will also be expected to:Develop and deliver the overall strategy for Fidelity’s Asset Management business, manifested in a multi-year plan and implementation of key elements, which will include:Articulation of our top priorities and the bodies of work that will align to those priorities.Development and maintenance of leadership scorecards that align tightly to the strategy plan.Budget creation that can deliver success against strategic priorities while meeting financial constraints.Provide leadership and management of select top strategic priorities, including connecting the strategic goals outlined in the MYP to business results.Facilitate and support the AM leadership team’s discussion of strategic and financial priorities.Build and deliver updates on the financial and strategic performance of the business within AM and across the rest of the firm.Partner with the corporate center on a variety of regular and ad-hoc financial and strategic processes to drive decision making, enable visibility and ensure tighter alignment with enterprise goals.Team with AM communications to support communications from the President of Asset Management and the Head of Finance, Strategy and Fund Oversight.Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan.Maintain strategy and planning lead connections across the firm by creating regular touchpoints.
The Team
The Asset Management Finance and Fund Oversight (FFO) team partners across Asset Management to drive long-term strategy and uphold fiduciary standards for Fidelity and customers. FFO further supports AM business lines and boards by providing financial expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more. As the leader of Strategy, Planning and Central Finance, you will lead a talented team and will be accountable for continued growth and development.
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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.