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.

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: