Director, Brokerage Strategy Lead

3 days ago

Boston, Massachusetts, United States Fidelity Investments Full time
The Role

The Director, Strategy will lead efforts to develop and manage growth strategy for Fidelity Brokerage, with a focus on digital asset growth. This role will collaborate with key partners, including brokerage group leaders, strategy leads, and finance teams, to drive strategic priorities.

The Value You Deliver

  • Develop and implement integrated growth strategies for Fidelity Brokerage, aligning with business goals and objectives.
  • Identify and size strategies and greenfield opportunities to meet growth goals, working with stakeholders to develop hypotheses and define execution plans.
  • Bring outside-in thought leadership to inform strategy, focusing on digital asset topics and articulating Fidelity's positioning versus competitors.
  • Define customer and business goals and metrics aligned with strategy, partnering with finance to establish scorecards and KPIs.
  • Support the development of a broader multi-year plan, partnering with finance to bring priorities together and demonstrate how the sum of parts will achieve business goals.
  • Develop and maintain a foundational customer factbase, in partnership with Analytics, to inform strategy and drive results.
  • Author compelling materials to effectively explain strategy and present persuasively to drive business action.
  • Collaborate across the firm, finding opportunities for collaboration and influencing the enterprise's digital assets strategy.

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.
  • 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.

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, assist companies and non-profit organizations in delivering benefits to their employees, and 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

We 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.

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.

Accommodation Requests

We welcome those with experience in jobs such as Staff Accountant, Controller, and Senior Accountant and others in the Accounting and Finance to apply.

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