Vice President, Finance

Job Description:

This Vice President role is part of the WI/HCG Pricing Team. The Pricing Team is a fast-paced, dynamic environment that operates from an enterprise perspective.   This VP position will lead a team of finance professionals responsible for pricing new and existing clients across the Tax Exempt and Core Markets. The role's primary objective will be to lead, influence, and implement competitive pricing strategies to optimize profitability for the long-term benefit of Fidelity. The position regularly presents pricing recommendations to Sales, Relationship Management, and Finance Leaders. 

The Expertise You Have

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred

• 10 years of professional experience in Finance with a successful track record in financial modeling and analysis

• Successful track record of managing a team      

• Financial services experience; experience in benefits outsourcing (WI/HCG) a plus

• Proven ability to combine a strategic business perspective with solid project management and analytical skills

• Excellent written and verbal communications skills, including the ability to "tell the story" and communicate effectively with Finance and business partners at varying levels of the organization

• Proficient in MS Excel and MS PowerPoint with experience in data visualization tools and the ability to teach others

The Skills You Bring

• Executive presence, confidence, business maturity, and acumen to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management

• Sought out as an expert who can help move the business forward by facilitating collaborative conversations, providing quality strategic decision-making and advice, and influencing a decision

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

• Project management experience

• Strong interpersonal skills, proactively building consultative relationships across the firm

• Ability to gain subject matter expertise in a short time and apply institutional knowledge to develop quality analytics and recommendations

• Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline-driven environment

• Ability to take the initiative and seek creative solutions that challenge the conventional approach

• Proven leadership skills and ability to develop financial analyst talent

• Ability to prioritize, delegate, drive work, and lead others in a highly matrixed environment

The Value You Deliver

• Leading high-impact / high-visibility financial analytics and deliverables across WI/HCG

• Leading analyses and strategic pricing recommendations to management and business partners

• Proactive partnership and communication with business and Finance partners

• Strategic business partner to relationship management and sales

•  Providing proactive thinking and analysis of key drivers to identify areas for deeper analytics

• Effectively articulating outcomes of analysis and relevant insights to senior management to guide effective decision making

• Comfortable operating with a high degree of autonomy and ambiguity

• Thinking and working across the enterprise

• Plays a key role in understanding the Lifetime Value plan sponsors deliver to the firm

• Using tools and business knowledge to continuously provide insightful information, reporting, and analytics that evolve with changes in the business

• Leading, managing, and developing a team of analysts

The Team

Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefits solutions. Fidelity Healthcare Group (HCG) delivers workplace benefits to institutional clients and their participants. This is a critical finance role that will help drive key strategic priorities for WI/HCG and drive new business/renewals to generate value and grow market share for the firm.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.