Director, Strategy and Planning

Fidelity Investments • Westlake, TX

251d • Hybrid

About The Position

The Director, Strategy and Planning is a cornerstone role on the Abandoned Property and Legal Operations Team. The Director will collaborate with Abandoned Property and Legal Operations Leadership and our business partners to develop our strategy, identify and track our key initiatives and priorities, and measure our progress. The Director will be responsible for end-to-end data management, including data accuracy, and the creation and maintenance of new and existing reports to support the needs of the business. The Director will use data to build compelling storylines and visuals to inform our team, our leaders, and our business partners, and to promote effective decision-making. This role is strategic and analytical, and it will balance strategic planning and oversight with execution of critical tasks.

Requirements

• 8+ years of proven experience in data analytics, finance, strategy, and/or management consulting.
• Experience directly managing and coaching associates.
• Strong knowledge of financial, reporting, presentation, and data visualization tools, including PowerPoint, Excel, Tableau, PowerBI, and ThinkCell.
• Outstanding written and verbal communication skills.
• Solid understanding of data and database concepts, tools, and technologies.
• Ability to break down sophisticated data in well-structured analyses and synthesize key points.
• Unmatched organizational and prioritization skills, and meticulous in detail.
• High degree of ownership and accountability for results.
• Desire to seek creative solutions that challenge the conventional approach.
• Ability to build trust and credibility with peers, senior leaders, and business partners.

Nice To Haves

• Series 7, 24, or 99 certification.

Responsibilities

• Lead the strategic planning process to establish team priorities and ensure organizational alignment.
• Facilitate KPI development to measure the team's progress toward goals.
• Provide visibility into the team's deliverables and outcomes, and drive accountability across the team.
• Work across Abandoned Property, Legal Operations, and business partners to develop and track shared KPIs.
• Manage business reviews, capacity planning, budgeting exercises, and all-associates meetings.
• Use data analysis and visualization tools to synthesize data and trends, develop actionable insights, and craft presentations.
• Provide analysis to measure and evaluate the performance of the business for senior management-level reporting.
• Create data management policies and implement best practices to ensure data integrity.
• Collaborate with partners across the business, analytics, and technology to deliver analytics solutions.
• Manage a small team, providing leadership, coaching, and development to associates.

Benefits

• Hybrid working model that blends onsite and offsite work experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities