Senior Manager, Workplace Investing
Job Description
Job Description:
Job Title: Senior Manager, Workplace Investing
The Role
As a Senior Manager of Workplace Investing in Central Finance within the WI Data Strategy & Costing Finance Team-a Center of Excellence (CoE)-you will deliver impactful and insightful financial reporting and analysis to support strategic decision-making across the organization.
In this role, you will lead efforts in analyzing costing and profitability, including overseeing production views and the development of financial models. You'll play a key part in implementing and testing next-generation finance tools, while managing high-impact data strategy projects that deliver meaningful insights to the business. Your work will also focus on improving team efficiency by streamlining processes and ensuring consistent, proactive communication with stakeholders. Additionally, you'll serve as a project manager for critical initiatives, driving collaboration and alignment across teams.
Your primary focus in this role will be to develop and enhance reporting solutions, analytics, and process improvements that drive stronger financial outcomes across the organization. You will mentor junior analysts and lead project management efforts that span the broader team. Key responsibilities include delivering statistical and profitability data reporting and analytics for the WI finance community and business partners, supporting corporate finance initiatives through project management and analytical expertise, and contributing to strategic planning and decision-making as part of the firm's broader finance modernization efforts.
The Expertise and Skills You Bring
- Bachelor's degree in Finance, Economics, or related field; MBA or advanced degree preferred.
- 5+ years of professional experience in Finance, including financial modeling and analysis; 3+ years with an advanced degree.
- Experience in financial services; benefits outsourcing (WI) experience is a plus.
- Strong skills in MS Excel and PowerPoint.
- Experience with tools such as Tableau, PowerBI, Anaplan, Alteryx, FCAP/NGAV, A&F/FDH.
- Excellent written and verbal communication across all organizational levels.
- Intellectual curiosity and strong analytical/problem-solving capabilities.
- High attention to detail and ownership of complex data sets.
- Strong interpersonal skills and ability to influence cross-functional teams.
- Initiative-driven with a creative mindset and adaptability to shifting priorities.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You'll be part of the WI Data Strategy & Costing Finance Team, a high-impact group within Workplace Investing (WI), which provides retirement, investment, and healthcare benefit solutions to institutional clients and their participants. This team plays a pivotal role in driving strategic priorities, supporting new business growth, and enhancing market share for the firm.
Certifications:
Category:
FinanceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
Job Description:
Job Title: Senior Manager, Workplace Investing
The Role
As a Senior Manager of Workplace Investing in Central Finance within the WI Data Strategy & Costing Finance Team-a Center of Excellence (CoE)-you will deliver impactful and insightful financial reporting and analysis to support strategic decision-making across the organization.
In this role, you will lead efforts in analyzing costing and profitability, including overseeing production views and the development of financial models. You'll play a key part in implementing and testing next-generation finance tools, while managing high-impact data strategy projects that deliver meaningful insights to the business. Your work will also focus on improving team efficiency by streamlining processes and ensuring consistent, proactive communication with stakeholders. Additionally, you'll serve as a project manager for critical initiatives, driving collaboration and alignment across teams.
Your primary focus in this role will be to develop and enhance reporting solutions, analytics, and process improvements that drive stronger financial outcomes across the organization. You will mentor junior analysts and lead project management efforts that span the broader team. Key responsibilities include delivering statistical and profitability data reporting and analytics for the WI finance community and business partners, supporting corporate finance initiatives through project management and analytical expertise, and contributing to strategic planning and decision-making as part of the firm's broader finance modernization efforts.
The Expertise and Skills You Bring
- Bachelor's degree in Finance, Economics, or related field; MBA or advanced degree preferred.
- 5+ years of professional experience in Finance, including financial modeling and analysis; 3+ years with an advanced degree.
- Experience in financial services; benefits outsourcing (WI) experience is a plus.
- Strong skills in MS Excel and PowerPoint.
- Experience with tools such as Tableau, PowerBI, Anaplan, Alteryx, FCAP/NGAV, A&F/FDH.
- Excellent written and verbal communication across all organizational levels.
- Intellectual curiosity and strong analytical/problem-solving capabilities.
- High attention to detail and ownership of complex data sets.
- Strong interpersonal skills and ability to influence cross-functional teams.
- Initiative-driven with a creative mindset and adaptability to shifting priorities.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You'll be part of the WI Data Strategy & Costing Finance Team, a high-impact group within Workplace Investing (WI), which provides retirement, investment, and healthcare benefit solutions to institutional clients and their participants. This team plays a pivotal role in driving strategic priorities, supporting new business growth, and enhancing market share for the firm.
Certifications:
Category:
FinanceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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