Director, Strategy & Planning

Fidelity Investments • Boston, MA

1d • $110,000 - $255,000 • Hybrid

About The Position

The Director, Fidelity Institutional (FI) Strategy and Planning will lead and contribute to several activities in support of Fidelity’s FI business unit. The Director, FI Strategy and Planning will report to the VP of Strategy and Planning for FI. As a key member of the FI Strategy and Planning team, this individual will be a multi-faceted contributor to the organization, shaping FI’s strategic plan, ensuring alignment among internal and external stakeholders, and executing on key initiatives to drive the business forward. Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the FI Finance organization, the Strategy and Planning team is responsible for defining, communicating, and executing on FI’s business unit strategy and top priorities. FI Strategy and Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.

Requirements

• Top tier strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications
• Experience leading and contributing to an organization’s top strategic projects
• Executive presence to work directly with senior leaders
• Deep curiosity about the intermediary and institutional investment markets
• Ability to manage multiple workstreams and maintain an agile mentality
• Excellent written and verbal communication skills
• Advanced skills in Microsoft PowerPoint and Excel

Responsibilities

• Lead or contribute to project work to identify and assess strategic, competitive, and operational improvement opportunities for the FI Division
• Develop compelling recommendations that drive Senior Management to action, leveraging a strategy consulting toolkit
• Communicate findings through executive-level written output (mainly Powerpoint) and presentations
• Support key initiatives aligned to FI’s Multi-Year Plan

Benefits

• We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed