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Director, Brokerage Strategy



Boston, MA, USA
Posted on Wednesday, May 29, 2024

Job Description:

The Role

The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts in support of development and ongoing management of a coordinated growth strategy for Fidelity Brokerage as well as projects passionate about the business’s strategic priorities. This role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance – as well as leaders across business units.

The Value You Deliver

  • Lead or supply to project work to developed integrated growth strategy for Fidelity Brokerage across businesses and respective products, offerings, and initiatives.
  • Identify and size strategies and greenfield opportunities to meet growth goals; gathering collaborators within brokerage and across business units to develop hypotheses. Lead collaborative efforts to define and translate strategy into execution
  • Bring outside-in thought leadership to advise strategy; with clear articulation of our positioning v. competitors and Fidelity’s relative areas of strength and opportunity. Inform new growth and commercialization options as well as potential challenges within driven and consumer trends and overall market context
  • Define customer and business goals and metrics aligned with strategy, partnering with finance on scorecard and KPIs. Assess impacts of strategies, products, and initiatives to acquisition and deepening of brokerage customer relationships and business results
  • Support development of a broader multi-year plan, partnering with finance, to bring priorities together, demonstrating how sum of parts will achieve our goals
  • Develop and maintain foundational customer factbase, in partnership with Analytics, to inform strategy. Partner with Brokerage Product Strategy team to continue to elevate segment strategy to get results and strengthen articulation of strategy
  • Author compelling materials to effectively explain our strategy and present persuasively to drive the business to action
  • Support broader planning and business management responsibilities of the Strategy and Planning team during critical times, as needed

The Expertise and Skills You Have

  • 5-8+ years of management consulting or corporate strategy experience
  • MBA degree or equivalent preferred (or similar experience)
  • Credible strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications
  • High intellectual curiosity and analytical orientation, high interest in problem solving using both fact-based and hypothesis-driven approaches
  • Experience leading and supplying to an organization’s top strategic projects including defining actionable strategies to grow businesses; bringing to bear outside-in perspectives informed by understanding of financial services market and consumer trends
  • Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drive tough decisions
  • Executive communication skills and ability to craft compelling, executive level presentations
  • Strong organizational navigator and teammate who finds common ground and can drive alignment among management, colleagues, and peers using both personal interactions and written communications