Manager, Finance Business Performance & Insights

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Manager, Finance Business Performance & Insights within the Brokerage Finance team will deliver the data, strategic insights and analysis to advise business strategy and decision making, measure and evaluate business performance, and monitor key initiatives. You will be a contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with other finance teams across the firm.

The Expertise We're Looking For

• Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent; MBA or advanced degree a plus

• 1-3+ years' experience in data analytics, and financial and business analysis, preferably in the Financial Services industry
• Basic knowledge of finance-based datasets, methodologies a plus
• Experience in accessing disparate datasets and creating basic visualizations to drive analytical analysis of business performance
• Experience in Decision Support, Customer Analytics, Performance Measurement, and Revenue Models.
• You are flexible and can contribute to multiple projects concurrently
• Solid working knowledge of Brokerage or Wealth Business units a plus.
• Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
• Contributes to work building concise, actionable stories for leaders

• Basic knowledge of financial modeling, presentation, and some data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Alteryx, Tableau, Business Objects, SQL)

The Skills You Bring

• You have a passion for visualization design and dashboard development using Power BI, Tableau, or similar tools.
• Intellectual curiosity and willingness to dig deeply into business problems to understand causal factors
• Proven ability to contribute to the creation of presentations for leaders
• Strong strategic and analytical skills combined with proven business and financial acumen
• Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships
• Strong ability to learn new datasets, business processes, and visualization tools depending on project scope
• Proven ability and flexibility to manage multiple high-priority, deliverables in a deadline driven environment
• Passion and energy in everything you do and a customer obsessed mindset

The Value You Deliver

• Contributing to the coordination and execution of highly visible deliverables and projects
• Empowering business partners with information and insights that directly impact organizational goals.
• Driving sound decision making for the Fidelity Brokerage business
• Maintaining positive relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects
• Managing projects and motivating an effective team through solid organizational, collaboration, and coaching skills
• Partnership with subject matter specialists and key partners

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.

Client-provided location(s): Covington, KY

Job ID: Fidelity-2129983

Employment Type: OTHER

Posted: 2026-09-10T19:05:13