The Role 

Have you ever looked at a Prospectus? Are you interested in learning more about how Fidelity drafts, updates, and makes these important shareholder documents available to our customers? If you have developed a strong understanding of Fidelity’s products, have strict attention to detail, can make sophisticated connections, and are a proven leader, then this role may be the right fit! This Senior Manager Level role will make you part of a team with oversight of a library of disclosures to facilitate the annual update of these regulatory documents. This will be achieved by providing direction and oversight to a team of Analysts and Managers. There will be opportunity to interact with many groups within Fidelity and leverage cross functional working relationships to achieve our mission. The role will include reporting responsibility for manager level staff and will uphold Fidelity’s management expectations. 

The Team's mission is to excel in enabling the creation of prospectuses, statements of additional information, stickers/reprints, and contracts. The Senior Manager uses their experience and exercises latitude and discretionary decision-making over sophisticated product, regulatory or technological issues. You will coordinate and review the work of the Analyst and Manger Level staff, ensuring that results meet control requirements and internal quality standards. This role is also involved in implementing the strategic direction set by leadership and assumes broader management responsibilities. Oversight of execution and development of direct reports will also be a focus. 

The Expertise and Skills You Bring 

Bachelor’s degree or equivalent experience with 8+ years of financial services experience with a mutual fund operation, custodian bank or asset manager 

Ability to lead, coach, develop, mentor a staff of management level professionals. 

Self-starter with strong analytical, communication, and presentation skills. Capable of coordinating operational readiness. 

Ability to deliver under pressure and coordinate and prioritize multiple projects. Adapts to evolving priorities, business needs, and regulatory requirements. 

Ability to work with all levels of management and make high impact decisions quickly and accurately 

Proven understanding of risk frameworks and ability to craft and lead processes ensuring a strong control environment 

Experience with workflows and requirements of internal and external business partners and systems applications 

Focus on innovation – ability to identify and drive forward ways to improve and automate current processes 

Prior focus on legal regulatory reporting a plus. 

Technical knowledge of investments and business knowledge of mutual fund industry and regulations is a plus. 

The Team 

In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents and filing them with the SEC. Doing this in the smartest and most effective way is more meaningful than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! 

Note: Fidelity will not provide immigration sponsorship for this position

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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.