Job Description:

This Director role is a WI/HCG Pricing Strategy Team member.  The team works in a dynamic environment that operates from an enterprise perspective.  The role's primary objective will be to lead, influence, and implement competitive pricing strategies to optimize profitability for the long-term benefit of Fidelity.  The position regularly presents recommendations to Sales, Relationship Management, and senior Finance Leaders. 

The Expertise and Skills You Bring

A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred

8+ years of professional experience in Finance with a successful track record in financial modeling and analysis

Financial services experience; experience in benefits outsourcing (WI/HCG) a plus

Proven ability to combine a strategic business perspective with strong project management and analytical skills

Excellent written and verbal communications skills, including the ability to “tell the story” and communicate effectively with Finance and business partners at varying levels of the organization

Proficient in MS Excel and MS PowerPoint with experience in data visualization tools and the ability to teach others

Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management

Outstanding critical thinking, problem solving, decision-making, and analytical skills

Project management experience establishing timelines and leading all aspects of the project lifecycle

Strong interpersonal skills, proactively building consultative relationships across Finance and the business

Ability to gain subject matter expertise in a short period of time and apply institutional knowledge to develop quality analytics

Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity

Demonstrated expertise in financial data aggregation and modeling

Ability to take initiative and seek creative solutions that challenge the status quo

Ability to work seamlessly in a highly matrixed environment, displaying the judgment to know when to involve other COEs

The Value You Deliver

Providing WI/HCG Finance with thought leadership through a One Fidelity mindset

Partnering directly with the WI & HCG Plan Pricing LTV program in development of new insights and analytics

Evaluating the impact of new pricing strategies on the WI/HCG business and enterprise economics

Evaluating competitor and market strategies as well as external pricing levers

Partnering across WI/HCG Pricing, Finance, Sales, and Relationship Management organizations on various strategic initiatives

Using Fidelity business knowledge to enhance thought leadership and solve business issues

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.