Strategic Planning and Portfolio Management Vice President

2 days ago


Jersey City, New Jersey, United States Fidelity Investments Full time
The Role

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 Team

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 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.



  • Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time

    Job Description:As a Vice President of IT Product Management, you will be responsible for designing, developing, and maintaining dynamic software products that support a risk and compliance platform. You will drive and manage application development technology teams to execute on specific software product features using technical project management tools,...


  • Jersey City, New Jersey, United States FMR LLC dba Fidelity Investments Full time

    Job Title: Vice President, IT Product ManagementAt FMR LLC d/b/a Fidelity Investments, we are seeking a highly skilled Vice President, IT Product Management to lead our technology solutions delivery team. As a key member of our organization, you will be responsible for designing, developing, and maintaining dynamic software products that support our risk and...


  • Jersey City, New Jersey, United States Sumitomo Mitsui Banking Corp Full time

    Job Title: Vice President, FXSumitomo Mitsui Banking Corp. is seeking a highly skilled and experienced Vice President, FX to join our team. As a key member of our Compliance Department, you will be responsible for monitoring and reporting on compliance risks and issues related to FX and fixed income activities.Key Responsibilities:Review and follow up on...


  • Jersey City, New Jersey, United States Sumitomo Mitsui Banking Corporation (SMBC) Full time

    Job Title: Compliance Program Management Vice President - External Fraud Risk Assessment LeadSumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history and diverse range of financial services. We are seeking a highly skilled Compliance Program Management Vice President to lead our External Fraud Risk Assessment...


  • Jersey City, New Jersey, United States Goldman Sachs Full time

    Job Title: Risk Governance Vice PresidentJoin Goldman Sachs as a Risk Governance Vice President and play a critical role in ensuring the firm's financial control and reporting obligations are met. As a key member of the Controllers Risk Governance Office (CRGO), you will be responsible for identifying, measuring, and mitigating firmwide financial reporting...


  • Jersey City, New Jersey, United States Sumitomo Mitsui Financial Group, Inc. Full time

    Job Title:Compliance Program Management Vice President - External Fraud Risk Assessment LeadJob Summary:We are seeking a highly skilled Compliance Program Management Vice President to lead our External Fraud Risk Assessment efforts. The successful candidate will be responsible for establishing and enhancing Financial Crime Compliance Risk Assessments,...


  • Jersey City, New Jersey, United States AIG Full time

    Vice President of Casualty Claims ManagementYour Future TeamAt AIG, we are transforming the way we assist clients in managing their risks. Join us as a Vice President of Casualty Claims Management to contribute to this evolution. In this role, you will collaborate with some of the most skilled professionals in claims and underwriting, tackling complex claims...


  • Jersey City, New Jersey, United States Sumitomo Mitsui Banking Corp Full time

    Sumitomo Mitsui Banking Corp is a premier global financial institution with a rich history spanning over 400 years. Headquartered in Tokyo, the organization provides a comprehensive suite of financial services, including banking, leasing, securities, credit cards, and consumer finance. With a presence in nearly 40 countries and a workforce exceeding 80,000...


  • Jersey City, New Jersey, United States Citigroup Inc Full time

    The Senior Vice President of Project Management is a pivotal figure who remains informed about advancements in their domain and contributes to the strategic direction by applying insights to their role and the organization. Acknowledged as a technical authority within the enterprise, this position requires a fundamental understanding of commercial dynamics....


  • Jersey City, New Jersey, United States Ashton Lane Group, Inc Full time

    Vice President of Fixed Income ValuationAshton Lane Group, Inc. is seeking a Vice President of Fixed Income Valuation to oversee the valuation and pricing of Fixed Income products. This role will focus on credit, rates, and LATAM markets, ensuring accurate and reliable valuations.Key Responsibilities:Execute Independent Price Verification (IPV) for Fixed...


  • Jersey City, New Jersey, United States Ashton Lane Group, Inc Full time

    Vice President of Fixed Income ValuationAshton Lane Group, Inc. is seeking a Vice President of Fixed Income Valuation to oversee the pricing and assessment of Fixed Income assets. This pivotal role will focus on credit, interest rates, and Latin American financial products.Key Responsibilities:Execute Independent Price Verification (IPV) for Fixed Income...


  • Jersey City, New Jersey, United States Ashton Lane Group, Inc Full time

    Vice President of Fixed Income ValuationAshton Lane Group, Inc. is seeking a Vice President of Fixed Income Valuation to oversee the valuation and pricing of Fixed Income products, particularly in the areas of credit, rates, and Latin American markets.Key Responsibilities:Execute Independent Price Verification (IPV) for Fixed Income securitiesLead...


  • Jersey City, New Jersey, United States Sumitomo Mitsui Banking Corp Full time

    Job SummaryThe Balance Sheet and Capital Management Function at Sumitomo Mitsui Banking Corp. is seeking a highly skilled and experienced Vice President to join their team. The successful candidate will be responsible for developing statistical models for the bank's balance sheet and income statement, building interest rate risk models for asset and...


  • Jersey City, New Jersey, United States Sumitomo Mitsui Banking Corp Full time

    Job Title: Vice President, Trade Surveillance ComplianceSumitomo Mitsui Banking Corp. is seeking a highly skilled and experienced professional to join our team as a Vice President, Trade Surveillance Compliance. In this role, you will be responsible for monitoring and analyzing trade surveillance data to identify potential market abuse and other compliance...


  • Jersey City, New Jersey, United States Chubb Full time

    Position Overview Embark on a transformative journey with Chubb as we redefine the insurance landscape through digital innovation. Our teams are at the forefront of enhancing customer experiences and addressing their needs with agility and creativity. By integrating technology into our core operations, we are reshaping how insurance is delivered, ensuring...


  • Jersey City, New Jersey, United States Citigroup Inc Full time

    Job SummaryThe Senior Vice President of Americas Asset Servicing will lead the Asset Servicing department within the Custody Operations Group for Securities Services Operations. This role requires extensive knowledge of Asset Servicing, including controls and proactive risk management practices. The successful candidate will drive the execution of Global...


  • Jersey City, New Jersey, United States MUFG Bank, Ltd. Full time

    About the RoleMUFG Bank, Ltd. is seeking a highly skilled Data Platform Business Owner, Vice President to join our team. As a key member of our Chief Data Office, you will be responsible for overseeing the development and implementation of our data strategy, ensuring the delivery of high-quality data solutions that enable data-driven decision making and...


  • Jersey City, New Jersey, United States MUFG Bank, Ltd. Full time

    About the RoleMUFG Bank, Ltd. is seeking a highly skilled Data Platform Business Owner, Vice President to join our team. As a key member of our organization, you will be responsible for overseeing the development and implementation of our data strategy, ensuring the delivery of high-quality data solutions that enable data-driven decision making and...

  • Portfolio Manager

    1 day ago


    Jersey City, New Jersey, United States Taylor Management Full time

    Job OverviewTaylor Management is seeking a dedicated and experienced General Manager to provide oversight and leadership to our team of professionals. As a General Manager, you will be responsible for overseeing a two-property portfolio in Jersey City, working four days a week and dedicating the remaining 8 hours to the portfolio property.About Taylor...


  • Jersey City, New Jersey, United States Hispanic Technology Executive Council Full time

    Job Summary:The Senior Vice President, Technical Lead is a strategic professional with hands-on technical capabilities who closely follows latest trends in own field and adapts them for application within own job and the business. This role is in the technology organization of the Hispanic Technology Executive Council, a leading provider of technology...