Senior Manager, Shareholder Reporting & Automation

Fidelity Investments Inc.

Westlake (TX)

On-site

USD 140,000 - 190,000

Full time

4 days ago

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Job summary

Fidelity Investments is seeking a Senior Manager, Shareholder Reporting to lead regulatory reporting for Fidelity’s registered funds. You will deliver accurate, time-sensitive filings, mentor staff, and drive process controls to mitigate risk.

The role involves partnering with data, systems, audit firms, and legal teams to streamline workflows and enhance automation. The ideal candidate has a Bachelor's degree with 5+ years in financial services, a strong control framework understanding, and

Qualifications

Bachelor’s degree or equivalent with 5+ years in financial services, focusing on regulatory reporting.
Solid understanding of risk frameworks and strong control environment.
Experience identifying automation opportunities.
Ability to influence decisions across management levels.
Excellent written and verbal communication and presentation skills.

Responsibilities

Inspire and guide a team to deliver time-sensitive regulatory documents.
Champion process excellence by implementing controls and automation opportunities.
Collaborate cross-functionally with data, systems, audit firms, and legal teams.
Mentor and develop talent, fostering accountability and continuous improvement.