Senior Manager, LTE Planning & Reporting at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

BA/BS required
Minimum 5 years working in a professional environment
Knowledge of financial services industry preferred
Skilled Program/Project Manager: Strong organizational skills, attention to detail, strong communicator, adaptability and focus on success measurement
Strong business acumen: Ability to understand LTE’s KPIs and communicate insights; data-driven approach for decision making in day-to-day leadership and strategic tradeoff analyses
Strong Collaborator: Understands the importance of gathering feedback from multiple stakeholders across different teams
Ability to Build Strong Relationships: Highly effective communication, interpersonal and presentation skills
Culture-carrier: Strong interpersonal skills to engage cross-functionally and at all levels of the organization; exemplify culture carrier
Innovative Mindset: Passionate about process improvement, ability to address matters top of mind for associates; change oriented, curious, with desire to continuously learn and grow
Fast-paced: Quick and clear headed under time pressures and thrive in a demanding environment

Responsibilities

Analyze performance against Product Area and Shared PW KPIs and report progress to senior executives and business partners
Identify trends and changes in key metrics, investigate the drivers of these, and communicate findings to leadership
Support multi-year planning, goal setting, and other business routines (e.g., alignment forums, all associates meetings, business reviews)
Partner closely with CKSI stakeholders
Provide visibility into deliverables, events, plans, and strategic business initiatives to drive alignment (e.g., integrated calendar)

Skills

Program Management

Project Management

Data Analysis

KPI Reporting

Business Acumen

Stakeholder Management

Strategic Planning

Communication

Presentation Skills

Financial Services

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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