VP, Strategic Planning & Initiatives, Client Engagement Group

Fidelity Investments•Boston, MA

4d•$130,000 - $264,000

About The Position

This VP level role reporting into Head of CEG will drive the Strategy to Execution Engine for Client Engagement Group by translating strategic priorities into actionable plans, align teams around shared objectives, and drive execution of the organization’s most critical initiatives to achieve long-term growth and impact. This role sits at the center of CEG — connecting teams, translating strategy into action, and helping leaders operate as a highly aligned, high-performing group. This executive role partners with senior leadership to identify growth opportunities, improve organizational performance and drive strategic programs that align with Fidelity Philanthropic Services’ mission and long-term objectives.

Requirements

10–12 plus years of experience in strategy, consulting, or business management.
Proven ability to translate strategy into execution and measurable results.
Experience working with senior leaders in complex, matrixed organizations.
Strong analytical thinking and structured problem-solving skills.
Ability to influence without authority and drive alignment across teams.
Excellent communication and executive presence.
Comfort operating in fast-paced, ambiguous environments.
Think enterprise-first, not just functionally.
Bring clarity to complexity and help leaders make better decisions.
Balance speed with rigor and move forward.

Responsibilities

Lead development of CEG’s strategic planning process and long-range business planning.
Translate enterprise priorities into clear, actionable plans that support growth, innovation and operational excellence.
Partner with competitive insights team to conduct market analysis, competitive assessment and evaluation of overall performance.
Continuously refine strategy based on business and client insights.
Oversee high-priority initiatives and cross-functional projects.
Establish governance structures, timelines and accountability measures.
Drive organizational change management and fundraising improvement initiatives.
Partner with senior leaders across CEG to align priorities and drive enterprise outcomes.
Connect work across teams, help remove silos and collaborate with department leaders to prioritize and execute business objectives.
Support decision-making with clear framing, data, and trade-offs.
Lead CEG’s operating cadence (business reviews, leadership forums, offsites).
Establish metrics and track progress against key priorities.
Ensure follow-through and accountability on critical initiatives.
Turn strategy into sequenced, executable plans.
Lead cross-functional initiatives and manage dependencies.
Identify risks early and help accelerate decisions.
Present strategic recommendations to senior leadership.
Develop clear, consistent messaging on priorities and progress.
Prepare leadership for strategic recommendations and overall executive engagement.
Align CEG leadership messaging with FPS SLT and department heads.