Senior Manager, Shareholder Reporting

Lonestar State College; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking a Senior Manager, Shareholder Reporting to deliver accurate, time-sensitive regulatory reports and filings for shareholders and regulators. You will lead a team, mentor staff, and drive process controls to reduce risk while supporting Fidelity’s funds.

You will collaborate with data, audit, and legal teams to streamline workflows, automate where possible, and ensure compliance with evolving regulatory requirements within a high-demand environment.

Qualifications

• Bachelor’s degree or equivalent with 5+ years of financial services experience in mutual funds or asset management.
• Strong knowledge of regulatory reporting requirements and risk frameworks.
• Experience designing and leading automated processes.
• Excellent written and verbal communication and presentation skills.
• Ability to influence decisions across all management levels.

Responsibilities

• Inspire and guide a team to deliver regulatory documents on time.
• Champion process excellence and identify automation opportunities.
• Collaborate cross-functionally with data, audit, legal teams to streamline workflows.
• Mentor and develop talent to foster accountability and improvement.

Skills

Regulatory reporting

Process automation

Leadership

Stakeholder communication

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Do you have a solid understanding of regulatory reporting requirements for SEC-registered investment companies? Would you be interested in participating in the implementation of new regulatory reporting requirements and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you!

As a Senior Manager, Shareholder Reporting, you will leverage your analytical stills and attention to detail to deliver accurate and time-sensitive regulatory reports and filings required for shareholders and regulators. You are also open to coach and mentor a staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s registered funds.

In this role, you will:

• Inspire and guide a team to deliver high-quality, time-sensitive regulatory documents.
• Champion process excellence by implementing controls and identifying automation opportunities.
• Collaborate cross-functionally with data, systems, audit firms, and legal teams to streamline workflows and reduce risk.
• Mentor and develop talent, fostering a culture of accountability, innovation, and continuous improvement.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting
• Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment
• Focus on innovation – ability to identify and drive forward ways to improve and automate current processes
• Ability to work with all levels of management and influence high impact decisions quickly and accurately
• Strong understanding of workflows and requirements of internal and external business partners and systems applications
• Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness
• Excellent written and verbal communication and strong presentation capability

The Team

In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!

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:

Investment Operations

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.