Manager, Strategic Initiatives

Fidelity Investments • Durham, NC

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About The Position

Fidelity Philanthropic Services (FPS) is seeking a motivated professional to contribute analytical, communication, and problem-solving skills to the strategy, planning, and implementation of innovative offerings. The role contributes to business portfolio strategy across FPS products and services and supports delivery of the organization’s long-term strategic vision.

Reporting to the Head of Product Portfolio Strategy, the Manager evaluates customer needs, analyzes market trends, and identifies growth opportunities. The role helps inform decisions about which offerings to develop, maintain, or retire, with the aim of maximizing portfolio value and competitiveness. The position calls for an interest in strategic thinking, product innovation, and philanthropic giving.

Fidelity Charitable is a public charity sponsoring a 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; onsite requirements vary by role and location and may evolve. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree.
• 3–5 years of total work experience.
• Strong research and analytical skills, including the ability to synthesize data and primary and secondary research into practical, concrete recommendations.
• Strategy consulting toolkit, including critical thinking, structured problem-solving, and actionable synthesis that turns data into insights.
• Strong collaboration skills and ability to work as a team player.
• Tenacity and intellectual curiosity.
• Strong attention to detail and comfort with ambiguity.
• Confidence, commitment to continuous self-improvement, and ability to balance multiple priorities and meet deadlines.
• Effective communication skills and ability to influence cross-functional teams through analysis and presentations.

Nice To Haves

• Prior experience in management consulting or strategy development is strongly preferred.

Responsibilities

• Contribute to the development of business portfolio strategy across FPS products and services.
• Support the delivery of FPS’ long-term strategic vision.
• Evaluate customer needs, analyze market trends, and identify growth opportunities.
• Inform decisions about which offerings to develop, maintain, or retire.
• Help maximize the overall value and marketplace competitiveness of the portfolio.
• Create and deliver analysis and presentations to communicate insights and influence cross-functional teams.

What This Job Offers

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