Technology Delivery Leader, Workplace Investing Portfolio Management

Fidelity Investments•Durham, NC

About The Position

As the Technology Delivery Leader for the Workplace Investing portfolio, you will lead portfolio management, delivery reporting, governance, and executive visibility across the technology portfolio. You will turn data from multiple sources into clear, actionable insights that help leaders make informed decisions and manage strategic priorities. The role combines portfolio leadership, technology delivery experience, and analytical capability, with a focus on transparency, reducing manual processes, and developing scalable reporting solutions for portfolio performance, financial results, risks, dependencies, and strategic outcomes. You will partner with Technology and Executive Leadership to communicate delivery progress, financial performance, risks, dependencies, and business outcomes. You will lead portfolio governance, executive reporting, Quarterly Business Reviews (QBRs), Quarterly Technology Reviews (QTRs), and strategic communications, while encouraging adoption of dashboards, automation, modern reporting capabilities, and AI-enabled tools where appropriate. The role supports large, complex initiatives and strategic portfolios across Workplace Investing. It will help advance a modern portfolio management capability that gives leaders timely understanding of program status, financial performance, accomplishments, risks, and future milestones through scalable reporting, actionable insights, and executive communications.

Requirements

Bachelor’s degree or undergraduate degree.
At least 7 years of experience in Technology Delivery, Portfolio Management, Program Management, PMO Leadership, or related roles.
Strong technical aptitude.
Experience managing large, complex portfolios and delivering executive-level reporting, dashboards, and communications.
Demonstrated ability to integrate and analyze data from multiple systems to generate actionable business insights.
Strong understanding of project management, portfolio management, and technology delivery practices.
Experience facilitating portfolio governance activities, including Executive Reviews, QBRs, QTRs, or similar forums.
Experience developing executive dashboards, scorecards, metrics, and reporting frameworks.
Strong systems thinking and ability to understand end-to-end portfolio performance and organizational impacts.
Excellent communication, storytelling, and stakeholder management skills, with the ability to influence leaders at all levels.
Strong Microsoft PowerPoint and Excel skills.
Strong executive presence and ability to simplify complex information and drive decision-making.
Highly analytical and data-driven, with experience leveraging automation and AI-enabled capabilities to improve efficiency and business outcomes.
Problem-solving ability, relationship-building skills, and ability to align stakeholders and drive strategic initiatives from concept through execution.

Nice To Haves

Experience with Power BI, Microsoft Copilot, or similar reporting, analytics, and automation platforms.

Responsibilities

Build and maintain portfolio reporting solutions using TrackIT data, Portfolio Central, financial systems, and other enterprise or Workplace Investing data sources.
Design and deliver executive dashboards showing portfolio performance, delivery health, financial metrics, accomplishments, risks, and key milestones.
Use automation, reporting tools, and analytics platforms to improve reporting efficiency, data quality, and decision-making.
Partner with technology teams to identify, acquire, integrate, and govern portfolio data for strategic reporting and executive insights.
Drive the transition from manual PowerPoint-based reporting to scalable dashboard and reporting solutions.
Use analytics, automation, and AI-assisted capabilities to identify portfolio trends, risks, dependencies, and opportunities.
Orchestrate, prepare, and execute portfolio-level governance and reporting activities, including QBRs, QTRs, and executive delivery reviews.
Lead development and continuous improvement of a portfolio management framework that provides a single source of truth across Workplace Investing technology initiatives.
Establish and improve reporting processes that provide timely, accurate, and actionable portfolio insights to executive stakeholders.
Drive accountability, transparency, and effective execution across the Workplace Investing technology portfolio.
Identify opportunities to improve portfolio processes through automation, analytics, streamlined workflows, and data-driven decision-making.
Support large cross-functional programs by coordinating delivery updates, identifying dependencies, escalating risks, and ensuring alignment on strategic priorities.
Provide concise, executive-ready updates on portfolio status, accomplishments, risks, financial performance, and upcoming milestones.
Develop strategic portfolio communications and narratives that translate complex delivery information into meaningful business insights.
Create and maintain executive dashboards and reporting packages to support leadership decision-making.
Partner with program and delivery leaders to ensure accurate and timely reporting of portfolio performance.
Communicate portfolio priorities, delivery plans, roadmap adjustments, and strategic outcomes to leaders across the organization.
Facilitate alignment across workstreams and stakeholder groups to drive successful delivery outcomes.
Deliver forward-looking portfolio summaries, strategic recommendations, executive briefings, and reporting materials for senior leadership.