Fidelity Investments Header

Vice President, Finance - Asset Management

Boston, MA
Full-Time

Job Description

Job Description:

The Role

Are you interested in leading financial analysis and support for three dynamic, constantly evolving investment management divisions? Asset Management Finance is seeking a Vice President to lead finance line support of the High Income and Alternatives, Multi-Asset Solutions and Fidelity Digital Assets divisions. This role will report into the Head of AM Line and Board Finance, leading a team providing finance support to the investment divisions, including multi-year plan, operating plan, budget and forecasts.

In this role you will need to partner directly with the Investment Division Senior Leadership, providing insightful analysis on new investment products, scaling core businesses and industry opportunities. You will be responsible for all aspects of the scorecard development, KPIs, business case development and investment requests including technology spend, new revenue streams, headcount, and expenses changes. You will lead a team of four which will be called upon for advanced levels of financial modeling at times. In addition, you will also focus on coordinating and communicating monthly results and analyses, including assets, flows, market share, expense and headcount. As part of the AM Finance team, you will collaborate with a variety of partners, including senior management, central finance, and the strategy team to drive finance initiatives and deliverables across AM.

The Expertise and Skills you Bring:

  • Bachelor's degree in finance, Accounting, or Economics combined with a minimum of 12+ years' work experience in a finance capacity

  • Experience in financial services industry is highly desired

  • Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions

  • Advanced experience with various software applications (Excel, PowerPoint, Power BI, Tableau, Anaplan and Think-Cell) and proven ability for building complex financial models

  • Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization

  • Outstanding critical thinking, problem solving, and decision-making skills

  • Proven leadership skills and the ability to develop talent

The Team

The Asset Management Finance and Fund Oversight team, partners across Asset Management to drive our long-term strategy and uphold fiduciary standards for fidelity and our customers. We do this by providing finance expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.

The base salary range for this position is $130,000-$264,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Category:

FinancePDN-a1e67818-f7c0-4f11-a4eb-419df1be9029

Job Description:

The Role

Are you interested in leading financial analysis and support for three dynamic, constantly evolving investment management divisions? Asset Management Finance is seeking a Vice President to lead finance line support of the High Income and Alternatives, Multi-Asset Solutions and Fidelity Digital Assets divisions. This role will report into the Head of AM Line and Board Finance, leading a team providing finance support to the investment divisions, including multi-year plan, operating plan, budget and forecasts.

In this role you will need to partner directly with the Investment Division Senior Leadership, providing insightful analysis on new investment products, scaling core businesses and industry opportunities. You will be responsible for all aspects of the scorecard development, KPIs, business case development and investment requests including technology spend, new revenue streams, headcount, and expenses changes. You will lead a team of four which will be called upon for advanced levels of financial modeling at times. In addition, you will also focus on coordinating and communicating monthly results and analyses, including assets, flows, market share, expense and headcount. As part of the AM Finance team, you will collaborate with a variety of partners, including senior management, central finance, and the strategy team to drive finance initiatives and deliverables across AM.

The Expertise and Skills you Bring:

  • Bachelor's degree in finance, Accounting, or Economics combined with a minimum of 12+ years' work experience in a finance capacity

  • Experience in financial services industry is highly desired

  • Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions

  • Advanced experience with various software applications (Excel, PowerPoint, Power BI, Tableau, Anaplan and Think-Cell) and proven ability for building complex financial models

  • Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization

  • Outstanding critical thinking, problem solving, and decision-making skills

  • Proven leadership skills and the ability to develop talent

The Team

The Asset Management Finance and Fund Oversight team, partners across Asset Management to drive our long-term strategy and uphold fiduciary standards for fidelity and our customers. We do this by providing finance expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.

The base salary range for this position is $130,000-$264,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Category:

FinancePDN-a1e67818-f7c0-4f11-a4eb-419df1be9029

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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Fidelity Investments
Vice President, Finance - Asset Management
Fidelity Investments
Boston, MA
May 30, 2026
Full-time
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