Senior Manager, Wealth Advisory Managed Solutions (WAMS) Planning
Job Description:
The Role
We are looking for a motivated, analytical, and detail-oriented individual who will join our Planning and Operations team within the Wealth Advisory Managed Solutions (WAMS) organization. The Senior Manager of WAMS Planning will be responsible for driving effective management and prioritization for the WAMS business and technology footprint with the following core responsibilities:
Drive annual planning exercises and support ongoing management of the WAMS organization’s goals, KPIs, budget, multi-year-plan, headcount, and squads.
Coordinate quarterly FI and WAMS scorecard updates.
Drive WAMS budget management and identify areas to reallocate funds as needed throughout the year, partnering with Finance and business leads.
Monitor key capabilities and gaps to advise future staffing decisions and understand capacity utilization across WAMS.
Maintain connectivity across product areas and vendor/procurement teams to monitor budget and planned spend.
Maintain connectivity to the FI Planning team and provide applicable reporting and updates coming out of the WAMS organization.
Provide financial analysis support for WAMS strategic initiatives or new business cases.
Support WAMS Leadership executive forums and management processes.
The Expertise and Skills You Bring
BS degree required. Progress towards an MBA or similar certification or degree preferred.
Five plus (5+) years of financial services experience, preferably in finance, project management, strategy, or consulting.
Interest in the Fidelity intermediary marketplace, managed products, and managed platforms, including familiarity with Fidelity products and services.
Strong analytical skills and proficiency in MS Excel are required.
Experience with project management, performance tracking, and measuring progress against goals.
Excellent communication skills and the ability to clearly, concisely and persuasively present business issues, recommendations and solutions, both in writing and verbally.
Strong hands-on project leadership skills with the ability to complete complex projects as a part of a small team within a fast-paced environment.
Strong team orientation; attention to detail.
Work collaboratively across the Fidelity Enterprise and possess strong influence skills while maintaining productive long-term working relationships.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In this role you will be a partner to the WAMS business that promotes sustainable and scalable growth through sound management processes and planning. We are seeking candidates who like to work in a collaborative and future-thinking organization.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
The base salary range for this position is $89,000-180,000 USD 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.
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.