Job Description:

This position sits within the Client Compensation & 12B1 Billing team and is primarily responsible for the delivery of accurate, high quality financial information to senior management and both internal and external business partners. This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment.

The group is looking to hire a Billing Manager to handle compensation payments to FI Intermediaries and 401K clients and assist with team development. The billing manager will perform the activities and oversight necessary to ensure compliance with prospectus and contractual agreements and provide supervisory and developmental assistance to the team along with support new associate training, education, and development.

The Expertise and Skills You Bring

• Education in Finance, Accounting, Economics, Business Management with 3+ year(s) related work experience

• Previous supervisory, management or leadership experience in financial services

• Proficiency with analytical and financial tools (Excel, Access, Business Objects)

• Advanced skill knowledge in Excel with utilization of pivot tables and vlookups is strongly preferred.

• Strong analytical skills with an ability to quickly understand complex issues

• Ability to apply logical thought to problem solving and data challenges

• Outstanding mentoring skills and ability to empower associates to grow and develop

• Ability to handle and prioritize multiple detailed processes in a time critical environment

• Proven written and oral communication skills – can articulate clearly with all levels of employees

• Desire to learn and grow and the curiosity you bring to work everyday

• Understanding of financial principles and systems

• Focus on innovation and operational improvement

• Ability to lead key initiatives with business partners and other cross functional teams

• Shown history of leading within your group as a supervisor and individual contributor while also being a point of contact, or Subject Matter Expert, for business partners

The Team

The client compensation team is responsible for the delivery of $900M in compensation payments annually, we protect Fidelity’s reputation and bottom line by following compensation regulations and ensuring the highest accuracy. Our dedication to our clients is demonstrated by:

• Supporting the compensation process by validating trade and asset-based compensation, calculating revenue share payments, and ensuring accurate and timely payment delivery

• Providing solutions to client compensation inquiries and complex issues

• Communicating with internal business partners and external clients.

• Implementing operational improvements to improve efficiency, minimize risk and reduce expenses

Certifications:

Company Overview

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.

Join Us

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.