Senior Manager, Wealth Finance

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Senior Manager within the Fidelity Wealth (FW) Finance Team, you will support the Investment Advisor Group (IAG) by delivering impactful, insight-driven financial analysis to business partners. You will own a broad range of analytics, financial management activities, and strategic business partner support to drive improved outcomes and financial performance across the organization.

You will be responsible for developing consultative analytics and recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership. The role also requires close collaboration with the Compensation team on Advisor compensation strategy and execution.

In this line-finance position, you will partner closely with IAG business leaders, FW Finance leaders, colleagues across Finance, and critical Compensation stakeholders. You will be expected to independently drive complex analyses, synthesize insights into clear recommendations, and provide guidance to junior financial analysts within the group.

The Expertise and Skills You Bring

• Bachelor’s degree in Finance, Economics, or related field; MBA or advanced degree preferred
• 6+ years of Finance experience with a strong track record in financial modeling and analysis
• Strong analytical, conceptual thinking, communication, and problem-solving skillsI
• Itellectual curiosity and a consultative mindset, with a willingness to ask essential questions and challenge assumptions
• Strong business judgment and ability to translate analysis into actionable recommendations
• Proven ability to independently own complex work, manage multiple priorities, and navigate ambiguity
• Initiative and creativity in challenging conventional approaches and developing solutions
• Strong interpersonal skills with the ability to build consultative, cross-functional relationships and influence across organizational levels
• Demonstrated leadership skills, including mentoring and guiding junior talent

The Team

As part of the Fidelity Wealth Finance organization, you will support the Investment Advisor Group, a nearly 10,000-person organization and a key revenue generator for Fidelity. You will collaborate across Finance, Compensation, and IAG leadership to deliver high-impact analytics, strategic recommendations, and proactive partnership that support business performance and future growth.

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.

Certifications:

Category:

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.