Director, FI Strategy \u0026 Planning

3 weeks ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

The\u00A0Director, Fidelity Institutional (FI) Strategy & Planning\u00A0will lead and contribute to several activities in support of Fidelity s FI business unit. As a key member of the team, this individual will be a dynamic contributor to the organization, crafting FI s strategic plan, ensuring alignment among internal and external stakeholders, and executing on key initiatives to drive the business forward.



The Expertise and Skills You Bring

  • 5-8+ years management consulting, corporate strategy, or strategic planning experience
  • Top-tier strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications
  • Experience leading and contributing to an organization s top strategic projects
  • Executive presence to work directly with senior leaders
  • Deep curiosity about the intermediary and institutional investment markets
  • Ability to lead multiple workstreams and maintain an agile mentality
  • Excellent written and verbal communication skills
  • Advanced skills in Microsoft PowerPoint and Excel
  • Strong academic credentials: MBA, CFA or other relevant advanced degree preferred


The Team

Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the Finance organization, the Strategy & Planning team is responsible for defining, communicating, and executing on the strategy and top priorities. FI Strategy & Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.



The Value You Deliver

The Director, FI Strategy & Planning will report to the VP of Strategy & Planning for FI; specific responsibilities to include:

Strategic Project Work (~60%)

  • Lead or contribute to project work to identify and assess strategic, competitive, and operational improvement opportunities for the FI Division
  • Develop compelling recommendations that drive Senior Management to action, leveraging a strategy consulting toolkit
  • Communicate findings through executive-level written output (mainly Powerpoint) and presentations
  • Support key initiatives

Business Unit Management & Planning (~30%)

  • Help to facilitate FI s Multi-Year Planning process and ensure alignment with Enterprise planning processes and priorities
  • Participate in FI s objective-setting and scorecard processes, ensuring linkage of FI s strategy to objectives & KPIs at multiple levels
  • Support executive-level presentations and reviews of FI s business strategy and results, including Quarterly Business Reviews (QBRs), All Associates Meetings, and Fidelity Board meetings

Team & Leadership (~10%)

  • Contribute to positive team environment
  • Mentor and lead junior team members as appropriate
  • Demonstrate agile mentality and support team processes




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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

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