Job Description:

The Role

The Director will be responsible for oversight of the tax-advantaged investment plans under section 529 of the Internal Revenue Code managed by Fidelity Investments (“529 Plans”). In this role in the Asset Management Treasurer’s Office, you will build an oversight program for the 529 Plans that aligns with the oversight framework currently in place for the Fidelity retail and institutional funds. The program will include oversight of financial statements, accounting policies and service providers and you will identify opportunities for enhancing controls and improving efficiencies.  You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, the Fidelity relationship managers for the 529 Plans and our key Asset Management business partners in Legal, Compliance, and Risk.

The Expertise and Skills You Bring

• Bachelor’s degree or higher in accounting or finance
• Minimum 9+ years industry or equivalent experience
• Extensive knowledge and understanding of fund operations and regulatory requirements for 529 Plans and other investment fund products
• Knowledge of operational risk management and internal controls, governance and oversight processes
• CPA a plus 
• Motivated self-starter with the ability to work independently
• Possesses excellent organizational, operational and project/process management skills
• Strong collaboration skills and an ability to work optimally across business units
• Ability to manage multiple points of view and influence others
• Excellent verbal, written and formal presentations communication skills
• Ability to effectively identify, resolve and communicate issues and risks to senior business leaders

The Team

The Asset Management Treasurer’s Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

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.