Director - Planning & Execution

Fidelity • Westlake, TX

3d

About The Position

Fidelity Charitable is seeking a Director of Planning and Execution Enablement for its Service Delivery and Operations organization. The role is responsible for planning and executing strategy in a customer-segmented environment, managing competing priorities, processes, and customer needs to maximize value. The position supports leaders in developing and implementing the organization’s strategy and tracking and prioritizing initiatives, with a focus on client satisfaction and retention, digital transformation, quality, scale, operational efficiency, and workforce engagement.

The Director partners with leaders on strategic business initiatives, core operations planning, and tracking and reporting progress. The role works with Portfolio Delivery to provide transparency into Service Delivery and Operations roadmaps, coordinates workstreams, and develops executive-level presentations and communications. Responsibilities also include resource planning, budgeting, visualizations, cost-benefit-risk analysis, workflow and productivity management, and performance reporting against business metrics. The Director identifies opportunities to improve operational capabilities, monitors internal and external developments, and leads process improvement initiatives supporting long-term strategic objectives.

Requirements

• College degree.
• 8–10 years of experience in business strategy and planning, service and/or brokerage operations, technology, or program management.
• Five or more years of demonstrated success leading multiple projects simultaneously and planning activities of varying complexity.
• Experience in project management, collaborating with partners, and focusing on business outcomes that improve the experience of donors, advisors, and nonprofit organizations.
• Analytical mindset and proficiency with presentation tools, Microsoft Office, and Tableau or Power BI.
• Ability to use data to tell a story and influence organizational decisions in consultation with leadership.
• Ability to synthesize and simplify complex ideas and deliver executive-level presentations.
• Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious.
• Strong influencing skills, including the ability to negotiate with peers and leaders across organizational boundaries.
• Self-starter with ownership and accountability for outcomes; able to own initiatives, learn quickly, and think independently.
• Flexibility and adaptability to respond constructively to shifting priorities, unexpected events, and seasonal demands.
• Ability to collaborate effectively, find compromises and creative solutions, and drive the business forward.

Nice To Haves

• MBA preferred.

Responsibilities

• Plan and drive initiatives and leadership planning routines to enhance client satisfaction and retention, support digital transformation, and advance quality, scale, and efficiency.
• Support function leaders in developing and implementing the Service Delivery and Operations strategy and tracking and prioritizing initiatives.
• Partner with leaders to develop strategic business initiatives and mechanisms for tracking and reporting progress.
• Support core operations planning and partner with Portfolio Delivery to ensure transparency into Service Delivery and Operations roadmaps.
• Develop executive-level presentations and communications, convey key messages, and coordinate transparent workstreams.
• Provide leadership and direction for planning, prioritizing, and running process improvement initiatives.
• Perform resource planning, budgeting, and visualization activities.
• Conduct cost, benefit, and risk analyses of current and proposed initiatives to balance customer service quality with efficient execution.
• Manage multiple initiatives simultaneously and continually evaluate work distribution and performance.
• Design and generate reports measuring and communicating team progress against key business metrics; manage workflow and productivity.
• Proactively identify opportunities to improve Fidelity Charitable’s operational capabilities and performance.
• Keep abreast of internal and external operational developments and best-in-class capabilities.
• Build and maintain productive relationships with key business partners and collaborate across organizational boundaries.
• Challenge existing ways of working and implement new approaches to handle increasing volumes with a static workforce.

What This Job Offers

• Job Type: Full-time
• Career Level: Director