Job Description:
Director, Strategy and Planning
Would you like to play a significant role in helping millions of Fidelity's customers reach their goals and live the lives they always dreamed of? In Fidelity's Wealth business, we serve the financial needs of millions of individual investors with a comprehensive range of investment products and services. Our common purpose as an organization is to inspire better futures for our clients, associates, and Fidelity. Across our business we take great pride in building strong and lasting relationships with our clients, providing sound investment guidance, and delivering a best-in-class client experience.
The Team
Opportunity to join the small and robust team that develops and drives Fidelity Wealth's strategy, competitive insights, and business development efforts. This role is specifically responsible for supporting Wealth's strategy development and strategic planning processes, packaging and communicating the strategy and further developing the mechanisms that build strategic alignment across the leadership team. This role will also be asked to support the vendor program management for Wealth and on occasion to support and lead other efforts within the team, ranging from business development opportunity sizing, competitive modeling, and special ad hoc projects requested by Wealth's Senior Leadership Team.
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The Expertise You Have
- 3+ years of analytics, finance and/or quantitative management consulting experience; 5+ years working in a professional environment
- Proven impact supporting executive levels of an organization
- Experience in successfully navigating large organizations and getting things done within them
- Financial Services experience and/or knowledge
- BA/BS required, MBA or equivalent master's degree in quantitative field preferred
The Skills You Bring
- Strong project management skills with a proven ability to manage multiple tasks simultaneously
- Initiative-taking and detail-oriented with a focus on quality and accuracy
- Proficient in developing and delivering impactful presentations to engage senior level audiences
- Demonstrated ability to engage and effectively communicate with senior leaders and team members
- Strong analytical skills and an ability to own the E2E process and ultimately communicating insights
- Ability to simplify complex topics
- Curiosity along with the ability to bring new insights and thinking to the business
- Collaborate and form positive relationships to lead and influence cross-functional teams
- You know how to drive longer term projects forward, sharing progress as you go and bringing team members and senior sponsors along with you
- Ability to work in a dynamic and ambiguous environment while creating alignment, and generating momentum
- A positive demeanor and opportunity mentality
The Value You Deliver
- Support strategic planning process to ensure organizational alignment and progress towards multi-year goals
- Support Wealth SLT meeting agenda and executive touchpoints to make sure the team is focused on the highest priority topics to drive the business forward
- Support vendor program management across the Wealth business and ensure proper alignment with enterprise efforts
- Package and communicate insights to a broad audience (from entry level associates to senior leaders) in an engaging and accessible format
- Own the development of analyses on areas of strategic interest, collaborating where vital with other internal groups (e.g., Wealth Finance, CKSI)
- Act as connection point to other strategic initiatives within Wealth to ensure alignment with broader ecosystem
- Exemplify leadership behaviors for driving initiatives / work while embracing Fidelity's culture and values
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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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.