Strategic Planning and Portfolio Management Vice President
2 days ago
At Fidelity Investments, we are seeking a highly skilled and experienced Vice President of Strategic Planning and Portfolio Management to join our team. As a key member of our Office of the CIO, you will play a critical role in leading and shaping our strategic planning process and managing our overall project portfolio.
Key Responsibilities- Develop and drive strategic planning within and across business units to ensure effective decision making, defined leadership routines, and business operations to reinforce a high-performing technology culture.
- Manage a team of strategic planning and portfolio management professionals, overseeing the process of managing our portfolio data, assisting in the administration of our Agile tools and reporting, and overseeing the overall flow of routines that it takes to run a large organization smoothly.
- Build transparency into the technology portfolio, creating processes and routines in how we can best develop an end-to-end view of our product development work.
- Develop and implement portfolio management processes and governance frameworks that aid in monitoring and reporting on the performance of the project portfolio, identifying risks and opportunities, and assisting teams with effective resource allocation and prioritization of projects.
- Track Objectives and KPIs (OKPIs) that blend the product technology measures with key business outcomes of success.
- Ready results for business management routines, including the Quarterly Business Review (QBR) and Quarterly Technology Review (QTR).
- Partner with Finance to track and monitor overall work and objective costs, and work with HR to align headcount and people strategies to the portfolio, ensuring financial discipline and accountability for cost optimization opportunities and efficiency improvements.
- Realize value from and influence the use of enterprise portfolio tools to maximize and empower our product leaders to effectively run their products and report on results.
The mission of the OCIO is to enable a consistent, strategic, and transparent approach to technology management to ensure that CBPT teams have the information, capabilities, and support to drive our business reporting, prioritization, and decision making.
Company OverviewAt 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.
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