Fidelity Investments · 19 hours ago
Sr. Manager, Communications and Design Services
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $171K/yr
6+ years expFidelity Investments is a leading financial services company, and they are seeking a Sr. Manager in Equity Investment Services to support the Compliance Risk and Business Operations team. The role involves developing Board presentations, managing projects, ensuring data quality, and building relationships with business partners to align on key deliverables.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Board Presentations: Develop and enhance presentations for Equity Investment Management, leveraging data storytelling and visualization to communicate clear, accurate, and timely reports aligned to the Board Operations’ annual calendar
Project Management: Maintain and enhance Equity Board and Communications calendar, maintain separation of responsibilities document for team deliverables, provide timely updates and communications to investors on Board and Communications expectations and ensure timely delivery of data needed to support the investor’s needs
Data Quality & Review: Provide peer oversight of documents to ensure accuracy and correctness prior to delivering to Equity Senior Management
Structure and Support: Review existing library of slides and documents and create systematic way of tagging for easy retrieval for future leverage
Communications: Ensure preparation and presentation of materials to key constituents in a concise manner that aligns preferences and approach to the audience
Building Relationships: Drive to create strong working relationships with business partners and provide insight into processes and downstream impacts for better alignment on key deliverables
Qualification
Required
Bachelor's degree with 8+ years of experience in investment strategy, project management, or consulting or a Master's degree with 6+ years of experience
Strong proficiency in Microsoft Office Suite (Excel, Word, Teams) with enhanced skills in PowerPoint and SharePoint
Excellent written and verbal communication skills, with the ability to translate complex data into clear, actionable insights or actions
Strong writing, editing, proofreading, layout and design skills
Collaborative working style, with the ability to present new or differing concepts
Strong project management skills and attention to detail required to drive projects or initiatives with optimal end-results
Interpersonal and Influencing skills required along with confirmed ability to successfully engage with all levels of management across multiple business units
Analytical and Critical Thinking Skill required ensuring analyses are thoroughly vetted and sound
Self-starter with a proactive mindset and exceptional organizational and planning skills
A team-focused individual that assists during periods of high volume or with high visibility deliverables to ensure positive outcomes
Prior experience supporting board-level reporting and preparing executive level presentations required
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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