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Director, Strategic Planning

2 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:



The Role

The Director, Strategic Planning will work with Strategy and Planning leaders to support planning practices across Brokerage Domains and cross-BU planning efforts. In addition to enterprise coordination, this leader will act as a key partner to Fidelity Brokerage Finance, Communication, HR leadership as well as to group-level planning leads.



The Value You Deliver

  • Work across brokerage leaders and respective strategy and planning leads to identify critical decisions, key dependencies, risks, challenges, and other notable topics to elevate to senior leader forums and accelerate progress and remove roadblocks.
  • Develop and handle both high-level and detailed views of Fidelity Brokerage’s portfolio of products, capabilities, initiatives, resources, and investments; act as connection, in partnership with finance, to enterprise-wide efforts such as the Quarterly Tech Review.
  • Develop and maintain scorecard and ensure alignment to overall goals
  • Coordinate planning efforts partnering with enterprise planning office and BU planning leads
  • Develop and support the multi-year plan process, in partnership with Finance and with strategy leads both within the brokerage business and the enterprise
  • In partnership with HR; connect brokerage-wide priorities with overall resource needs and strategies to address (e.g., hiring, re-allocation).
  • Partner with other BUs on management and collaboration of cross BU work
  • Lead and deliver effective communication of the business plans across the broader organization and with cross BU partners
  • Partner with BU Communications to cascade vision and strategy.
  • Support broader strategy responsibilities of the Strategy and Planning team.
  • Establish and maintain effective communications and relationships across multiple areas.


The Expertise and Skills You Have

  • 5-8\u002B years of proven experience in a strategy and planning or similar role
  • MBA degree or equivalent preferred (or similar experience)
  • Ability to influence all levels of an organization.
  • Organizational proficiency and a proactive, creative, and collaborative approach to solving strategic business issues
  • Develop and maintain strategic business relationships with key business partners
  • Highly organized and with a proven track record to prioritize work.
  • Excellent written and verbal presentation skills: the ability to develop and present information and actively engage an audience.
  • Attention to detail and outstanding organization and coordination skills to ensure goals are achieved.
  • Strong critical thinking, problem-solving, and decision-making skills with proven track record to deliver results through others.
  • Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drive tough decisions
  • Executive communication skills and ability to craft compelling, executive level presentations


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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.





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.