Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
SF
Hybrid Vice President, Finance
Posted 12 minutes ago
About the role
- Vice President of Finance at Fidelity Institutional focused on finance skill development. Collaborating with a diverse team for sales insights and financial analysis.
Responsibilities
- This role provides an opportunity to learn, grow and build your career with Fidelity Finance
- Collaborate with a diverse team using the latest tools and technology to develop and improve your finance skills
- Partnering across Fidelity to evaluate enterprise relationships
- Provide sales leadership insights based on pipeline, RFP, and activity analytics
- Demonstrate in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making
- Develop sales projections for new products and markets
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or equivalent; MBA or advanced degree a plus
- 15+ years of proven experience with a track record in financial modeling and analysis
- Intellectual curiosity, flexibility, and willingness to learn new skills
- Clear communication: Strong verbal and written communication—able to translate complex financial data into concise narratives
- Relationship building: Strong interpersonal skills and ability to establish trust with senior leaders and cross-functional teams
- Outstanding critical thinking, problem solving, decision-making, and analytical skills
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources
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