Senior Manager, Wealth Finance

Soteria Reinsurance Ltd.; Smithfield (RI); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking a Senior Manager to support the Investment Advisor Group with impactful, insight-driven financial analysis. You will own a broad set of analytics, financial management activities, and strategic partnerships to drive performance across the organization.

In this role you will develop consultative analytics, partner with the Compensation team on advisor compensation, and guide junior analysts while collaborating with FW Finance leadership and IAG executives.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• MBA or advanced degree preferred; 6+ years of Finance experience with strong modeling/analysis.
• Strong analytical, conceptual thinking, communication, and problem-solving skills.
• Intellectual curiosity with a consultative mindset to challenge assumptions.
• Leadership skills with mentoring and guiding junior talent.

Responsibilities

• Own a broad range of analytics, financial management activities, and strategic partner support for IAG.
• Develop consultative analytics and recommendations for key priorities and annual planning.
• Collaborate with Compensation on advisor compensation strategy and execution.
• Provide guidance to junior financial analysts and drive complex analyses.

Skills

Financial modeling

Analytical thinking

Communication

Problem solving

Leadership

Cross-functional collaboration

Mentoring

Strategic advisory

Education

Bachelor’s degree in Finance, Economics, or related field

MBA or advanced degree

Job description

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: Finance

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.

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer. 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 please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2

For roles based in Ireland: Contact [e-mail]

For roles based in Germany: Contact [e-mail]

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