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 ModelingFlexibility 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 managementIntellectual curiosityStrong strategic and analytical skills combined with proven business and financial acumenExcellent communication and interpersonal skills along with your ability to influence others and build relationshipsAbility to develop and implement financial reporting that drives good financial disciplineUnmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspectiveProven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environmentEnthusiasm and energy in everything you do and a customer obsessed mindset

The Value You Deliver

Coordination and execution of broad high-profile projectsSourcing information and synthesizing insights for executive managementDriving sound decision making for the Fidelity Brokerage businessMaintaining positive relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projectsAbility 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.

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.