Director, Strategic Initiatives
About The Position
Fidelity Philanthropic Services (FPS) is seeking a highly motivated Director, Strategic Initiatives to contribute to strategy, planning, and implementation of new and innovative offerings. The role helps develop business portfolio strategy across FPS products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, the Director will advance FPS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. The role informs decisions about which offerings to develop, maintain, or retire to maximize portfolio value and competitiveness in the marketplace. Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Fidelity Investments, through FPS, provides the charity’s employees and supports its functions, including program development, marketing, service delivery, change management, relationship management, finance, technology, risk and compliance, and fundraising. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations vary and may evolve. The position does not receive immigration sponsorship.
Requirements
- Bachelor of Arts or Bachelor of Science degree required.
- 5–8 years of experience in management consulting, product development, or strategic planning.
- Strong strategy consulting toolkit, including critical thinking, structured problem solving, and sophisticated analysis that turns data into actionable insights.
- Strategic leadership and collaboration skills to influence teams across functional areas and achieve business goals.
- Ability to manage and execute complex programs and demonstrate relationship management skills across business functions.
- Ability to develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results.
- Professional maturity and business experience to work independently and collaborate effectively across all organizational levels.
- Effective communication and ability to influence cross-functional teams to ensure alignment, mitigate risks, and promote transparency.
Nice To Haves
- MBA or equivalent experience.
Responsibilities
- Contribute to strategy, planning, and implementation of new and innovative offerings for FPS.
- Help develop business portfolio strategy across FPS products and services for current and future customer segments.
- Evaluate customer needs, analyze market trends, and identify growth opportunities.
- Inform decisions about which offerings to develop, maintain, or retire to maximize portfolio value and marketplace competitiveness.
- Manage and execute complex programs in collaboration with teams across product, technology, service, fundraising, marketing, and legal, risk, and compliance.
- Develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results.
- Influence cross-functional teams to align on goals, mitigate risks, and promote transparency.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment
- Tuition reimbursement
- Learning resources for career development
- May include bonus or other variable compensation, depending on position and eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Director
