Full-Time

Sr. Manager

Finance

Posted on 1/30/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

No salary listed

Senior

No H1B Sponsorship

Boston, MA, USA + 1 more

More locations: Westlake, TX, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Agile
Financial analysis
Requirements
  • Undergraduate degree in Business, Accounting, Finance, or Economics with 7+ years of related work experience
  • Exceptional management, analytical, communication, conceptual thinking, project management, and problem-solving capabilities
  • Flexibility to both lead and contribute to teams
  • Experience in IT Finance, Financial Firms, Agile organizations support are a plus
  • Ability to apply a strategic perspective with strong execution skills
  • Strong quantitative and qualitative problem-solving skills
  • Ability to establish and maintain effective relationships with BU leadership
  • Ability to envision the 'big picture' while maintaining close attention to detail
  • Proven ability to operate in a dynamic and deadline-driven environment
  • Demonstrated ability to lead project/work activities and manage multiple priorities
Responsibilities
  • Providing cost management, financial analysis and decision support to IT Leaders
  • Handling expense and investment management, vendor optimization, model organization benefit analysis and IT activity costing
  • Supporting business and financial planning activities, budgeting, and internal customer requests
  • Providing critical thinking skills for development and implementation of new investments and services
  • Partnering effectively within finance and IT across the enterprise and driving consensus where necessary
  • Assisting in development of executive presentations for senior management
  • Creating analytical views to support business financial options and decision making
  • Performing various ad-hoc analyses as required
Desired Qualifications
  • MBA preferred
  • Experience in IT Finance, Financial Firms, Agile organizations support are a plus

Fidelity Investments offers a range of financial services and products designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and tools that provide users with real-time market data, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Users can also utilize features like the Watch List Visualization on iPad to track stock price changes and compare different stocks visually. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the tools and information they need to make informed financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$123.7B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in AI tools could boost Fidelity's tech-driven investment solutions.
  • Partnership with Kaiser Permanente opens opportunities in corporate benefits sector.
  • Growing data lakehouse trend offers potential for enhanced data analytics at Fidelity.

What critics are saying

  • AI startup growth may increase competition in AI-driven financial services.
  • Talent drain risk as key personnel move to competitors like Aviva Investors.
  • Challenges in capturing cryptocurrency market share amid significant outflows from competitors.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative tech solutions like Market Monitor for Google Glass.
  • Fidelity's partnership with Kaiser Permanente enhances its corporate retirement plan services.
  • Fidelity's diverse app ecosystem supports multiple platforms, including Windows Phone and iPad.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

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Kaiser Permanente Partnering with Fidelity for Retirement Plans Will Benefit Kaiser Employees

In order to streamline administration and leverage best-in-class tools for its workforce, Kaiser Permanente partners with Fidelity Investments as the recordkeeper for certain retirement plans, including 401(k), 401(a), and 403(b) plans.

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