Job Description:
Director, Strategic Initiatives
Note: Fidelity is not providing immigration sponsorship for this position
The Role
Looking for your next opportunity to innovate and drive growth? Fidelity Philanthropic Services (FPS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for FPS.
This individual will play a key role in the development of business portfolio strategy across FPS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on FPS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace.
The Expertise & Skills You Bring
- BA/BS required; MBA or equivalent experience preferred
- 5-8 years of experience in management consulting, product development, or strategic planning
- Strong strategy consulting toolkit including critical thinking skills, structured problem solving, and sophisticated analysis to turn data into actionable insights
- Strategic leadership and strong collaboration skills to influence teams across functional areas to achieve business goals
- Ability to manage and execute complex programs while demonstrating relationship management skills across business functions including product, technology, service, fundraising, marketing, and legal, risk & compliance
- Ability to develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results
- Confidence, professional maturity, and business experience to work independently and collaborate effectively across all levels of the organization
- Ability to communicate effectively and influence cross-functional teams to ensure alignment, mitigate risks, and promote transparency
The Team
The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through Fidelity Philanthropic Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.