Fidelity Investments

Compensation

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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: Finance Most 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. 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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy