Director, Strategy & Planning

Fidelity InvestmentsBoston, MA
3d$110,000 - $222,000Hybrid

About The Position

The Director, AM Strategy & Planning will lead and manage a variety of activities in support of Fidelity’s Asset Management business unit. As part of the Asset Management Strategy & Planning team, this individual will be a multi-faceted contributor to Fidelity’s Asset Management organization, crafting our strategic plan, developing key initiatives to drive the business forward, and ensuring clear and consistent messaging of our business strategy.

Requirements

  • 5-8+ years management consulting, strategic planning, or management experience
  • Strong critical thinking and problem-solving skills, including an ability to independently structure problems, complete analysis, and communicate findings
  • Experience leading & contributing to strategic projects and working with senior partners
  • Deep interest in the asset management industry and a focus on continuous learning
  • Ability to manage 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

Responsibilities

  • Leading or contributing to strategic project work to identify and assess strategic, competitive, and operational improvement opportunities for the Asset Management Division
  • Participating in the team’s Competitive Intelligence efforts, including developing industry insights and completing time-sensitive analysis of key events (e.g., mergers and acquisitions)
  • Helping facilitate AM’s Multi-Year Planning process and ensure alignment with Enterprise-wide planning processes and priorities

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service