Director, Brokerage Strategy

3 weeks ago


boston, United States Fidelity Investments Full time
Job Description:

The Role

The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance – as well as leaders across business units.

The Value You Deliver

  • Lead or contribute to project work to develop integrated growth strategy for Fidelity Brokerage across businesses and respective products, offerings, and initiatives
  • Identify and size strategies and greenfield opportunities to meet growth goals; gathering stakeholders within brokerage and across business units to develop hypotheses. Lead collaborative efforts to define and translate strategy into execution
  • Bring outside-in thought leadership to inform strategy, with a focus on digital asset topics; articulate our positioning v. competitors and Fidelity’s relative areas of strength and opportunity. Inform new growth and commercialization options as well as potential challenges within competitive and consumer trends and overall market context
  • Define customer and business goals and metrics aligned with strategy, partnering with finance on scorecard and KPIs. Assess impacts of strategies, products, and initiatives to acquisition and deepening of brokerage customer relationships and business results
  • Support development of a broader multi-year plan, partnering with finance, to bring priorities together, demonstrating how sum of parts will achieve our goals
  • Develop and maintain foundational customer factbase, in partnership with Analytics, to inform strategy. Partner with Brokerage Product Strategy team to continue to elevate segment strategy to drive results and strengthen articulation of strategy
  • Author compelling materials to effectively explain our strategy and present persuasively to drive the business to action
  • Collaborate across the firm, finding opportunities for collaboration and influencing the enterprise’s digital assets strategy
  • Support broader planning and business management responsibilities of the Strategy and Planning team during critical times, as needed

The Expertise and Skills You Have

  • 5-8+ years of management consulting or corporate strategy experience
  • MBA degree or equivalent preferred (or similar experience)
  • Professional experience with cryptocurrency and blockchain technology a plus
  • Top-tier strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications
  • High intellectual curiosity and analytical orientation, high aptitude for problem solving using both fact-based and hypothesis-driven approaches
  • Experience leading and contributing to an organization’s top strategic projects including defining actionable strategies to grow businesses; leveraging outside-in perspectives informed by understanding of financial services market and consumer trends
  • Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drives tough decisions
  • Executive communication skills and ability to craft compelling, executive level presentations
  • Strong organizational navigator and teammate who finds common ground and can drive alignment among management, colleagues, and peers using both personal interactions and written communications

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.

We welcome those with experience in jobs such as Accounts Receivable Clerk, Accounting Assistant, and Bookkeeper and others in the Accounting and Finance to apply.

  • Boston, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • boston, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • BOSTON, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business s broader strategic priorities. The role will collaborate with key partners...


  • Boston, MA, United States Fidelity Investments Full time

    Job Description: The Role The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job Overview:Role SummaryThe Director, Brokerage Strategy will lead efforts to develop and manage growth strategy for Fidelity Brokerage, focusing on digital asset growth. This role will collaborate with key partners to define and execute strategic initiatives, drive business growth, and strengthen customer relationships.Key ResponsibilitiesDevelop and...


  • Boston, MA, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, MA, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, MA, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, MA, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, MA, United States Fidelity Investments Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Senior Manager, Strategy reports to the VP, Brokerage Strategy and plays a key role in support of development and ongoing management of an integrated growth strategy for Fidelity Brokerage as well as projects focused on the business s strategic priorities. This role will collaborate with key partners including brokerage group...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAs a member of the Brokerage Strategy and Planning team, the Director will work closely with leaders and teams across the domain to drive strategy and business management practices that optimize value for Fidelity customers and associates! The role requires a balance of analytical and problem solving, process management, and...

  • VP, Consulting

    1 month ago


    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:RoleAs Vice President, Business Consulting Brokerage a you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Brokerage business. Our projects aim to solve the most critical business issues, and your role is highly valued by Fthe Brokerage business leaders to drive critical thinking forward. Your...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    The RoleThe Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business's broader strategic priorities. The role will collaborate with key partners including brokerage...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Director, Strategy reports to the VP, Head of New and Emerging Partnerships and will facilitate the ongoing development and articulation of an integrated growth strategy that supports business partners in achieving their strategic priorities. This role will collaborate with key partners, including FCFE leaders and their strategy...


  • Boston, Massachusetts, United States Abundant Housing MA Full time

    Director of Operations and Organizing StrategyAbundant Housing MA is seeking a highly skilled and experienced Director of Operations and Organizing Strategy to join our team. As a senior leader, you will play a critical role in the organization's overall operational development and organizing strategy.The Director of Operations and Organizing Strategy will...


  • Boston, MA, United States Fidelity Investments Full time

    The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners including brokerage group...


  • Boston, MA, United States Fidelity Investments Full time

    Overview AboutTower Health is a strong, regional, integrated healthcare provider/payer system that offers leading-edge, compassionate healthcare and wellness services to a population of 2.5 million people.Together, our six hospitals and other entities provide a full range of medical care — from prevention, screenings and education; to the latest...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:The RoleFidelity Capital Markets is seeking a Director, Fixed Income Platform to drive Bond Beacon, Fidelity's next-generation digital fixed income investment management and trading experience for intermediary and institutional customers. This role is foundational in defining the strategy of the Beacon platform and associated features,...