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Director, CRBO Business Management & Strategy

Fidelity

Fidelity

Boston, MA, USA · Merrimack, NH, USA · smithfield, ri, usa
Posted on May 30, 2025
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Job Description:

Job Description:

The Director, Project Management & Strategic Initiatives will lead strategic and program management support for key AM & Compliance, Risk & Business Operations (CRBO) initiatives.

Primary Responsibilities:

This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, fun loving, creative, and collaborative team that loves to meet and support its business partners’ needs & solutions.

Expertise we are looking for:

  • 7-10 years work experience in financial services organizations.

  • MBA or other advanced degree is preferred.

  • Excellent project management skills, top tier consulting experience is a plus.

  • Superb work ethic, attention to detail, team orientation, and commitment to excellence.

  • Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).

  • Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.

  • Flexibility and the skill to both lead and contribute to teams are musts.

  • Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.

  • Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.

  • Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.

  • Understanding of the asset management industry is a plus.

The ideal candidate:

  • Will have a high degree of executive presence and professionalism.

  • Will work on a wide array of cross-functional projects across multiple business units.

  • Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.

  • Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner

  • The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.

  • The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.

  • Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery & satisfaction.

The Skills & Knowledge You Bring:

  • You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work

  • You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner

  • You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions

  • You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful

  • You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.

  • You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.

  • You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.

  • You are able to build relationships with peers and executives in a variety of capacities

  • You can balance strategic thinking with practical implementation and can help influence the outcome

The broader Business Management & Strategy team provides operational and strategic support across the Compliance, Risk & Business Operations (CRBO) functions, a part of the broader Asset Management (AM) organization in the areas of:

Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the CRBO technology portfolio; and Strategic initiatives, project & program management support for key AM & CRBO initiatives.

Certifications:

Category:

Program/Project Management

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 every other week (all business days, M-F) in a Fidelity office.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

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).

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, or by calling 800-835-5099, prompt 2, option 3.

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 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.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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