Job Description:
The Role
The Director, Portfolio Management will support the Fidelity Wealth Business unit home office investment portfolio. Supporting this function requires strategic, analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work. This role will report into the Vice President -Business Management.
You will implement the vision and near-term priorities-including the build out and execution of a portfolio management capability and several new routines with Senior Management, including Quarterly Business Review. You will drive enhancements to Portfolio Transparency and Accountability. You will also partner closely with leadership across Finance, Strategy, HR and Delivery Enablement to understand resource investment in domains and specific initiatives.
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The Value You Deliver
Accountability
- Support strategic investment portfolio management and measurement team
- Complete vision and near-term priorities for team-including the build out and execution of a portfolio management capabilities that enable greater transparency and resource alignment
- Enable L1 and L2 effective portfolio review and assessments to drive better decision-making
- Partner closely with leadership across Finance, Strategy, HR, Delivery Enablement and the Fidelity Wealth SLT
Primary Objectives
- Implement processes, systems and routines to improve portfolio transparency, accuracy, deliverable clarity and progress and ROI
- Work with Domain S+P leads to ensure portfolio business cases, metrics and measures are aligned and provide transparency into initiative progress
- Enable L1 and L2 effective portfolio review and assessments to drive better decision-making
- Clarify and drive portfolio management standards across the business unit (in partnership with Enterprise)
- Operationalize new BU routines (e.g., Key Initiative Reviews, Quarterly Business Review Quarterly Technology Review)
- Establish routines that enable resource agility by defining clear on-ramps and off-ramps to measure progress, impact and ROI
- Partner with other BUs on management and collaboration of xBU work
- Support SLT to enable resourcing of highest priority investment areas
- Create process for resource review and re-allocation
- Drive transparency on Domain efficiency (e.g., Epics completed on time, Sub-initiatives in completed on time, Initiative ROI)
- Recommend portfolio changes to tighten alignment with the business strategy
The Expertise and Skills You Bring
- Superb attention to detail and organizational skills
- Outstanding management, analytical, communication, critical thinking, and problem-solving capabilities
- Strong leadership and communication skills
- Familiarity/experience with portfolio management tools including TBM, Jira Align
- Ability to engage with and influence effective decision-making with key partners
- Ability to represent large sophisticated problems and solutions at the right level for senior consumption and decision making
- Validated strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related concepts
- Able to navigate sophisticated organizations and build traction / momentum around ideas
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, 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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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.