If you're looking for a career change or you're in search of talent...

Explore New Job Opportunities Here

Search 
jobs
Explore 
companies
My job alerts

Vice President, Strategy, Planning and Enablement

Fidelity

Fidelity

This job is no longer accepting applications

See open jobs at Fidelity.See open jobs similar to "Vice President, Strategy, Planning and Enablement" The Ad Club.
Boston, MA, USA
Posted on May 14, 2025

Job Description:

VP, Strategy, Planning and Enablement

Strategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry. SAI has experienced tremendous growth in the last 3 years (57% AUM, 26% headcount growth) and is expecting further growth acceleration in the coming years. We have a long history of delivering innovative solutions to the marketplace and driving strong outcomes for clients. SAI's core capabilities are multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and financial planning. SAI supports all of Fidelity’s distribution channels, running discretionary managed accounts for Personal Investing and Workplace investing, while delivering model portfolios for Fidelity Institutional’s intermediary clients.

The VP, Strategy, Planning and Enablement, leads the team responsible for the development, communication, and execution of Strategic Advisers’ business strategy, in partnership with the senior team. This team drives multi-year planning and prioritization for our organization. The team also partners with leaders across Strategic Advisers to assess a wide range of opportunities and business challenges and build strategies to address and to articulate past results, insights and future roadmaps. The VP works closely with the president of SAI to structure senior discussions, quarterly business reviews, and various engagements with the executive team, business partners, and the Strategic Advisers Fund Board. The VP and team also lead SAI internal associate communications and various leadership forums as well as site/real estate strategy.

The Expertise You Have

  • 10+ years investment industry, corporate strategy, or management consulting experience
  • 5+ years leading teams
  • Strong background partnering across multiple business units to build alignment and drive execution prioritization
  • MBA is beneficial, but not required

The Skills You Bring

  • Strong executive presence, business judgement, and leadership
  • Ability to thrive in constantly evolving, complex, and collaborative environment
  • Ability to build positive relationships and influence across all levels of the organization and with business partners outside of SAI
  • Ability to identify critical topics and facilitate strategic decision-making efforts with SAI senior executives
  • Ability to maintain an independent point-of view and actively solicit partner opinions to identify and respond to the comprehensive needs of the business (e.g., site strategy, planning, resource prioritization, culture, communications)
  • Ability to apply sound business judgment in balancing growth and risk in a high growth, dynamic environment
  • Strong analytical skills and capabilities, including ability to structure problems, drive analytics, and connect different work or themes across an organization
  • Executive-level written and verbal communication skills, with proficiency in Microsoft PowerPoint and Excel
  • Deep knowledge of asset management industry or managed accounts business
  • Ability to look forward to objectively define future business needs, challenges, and capabilities needed in a business doubling in size / complexity every 4-5 years

The Value You Deliver

This role is crucial to SAI’s ability to drive business growth and complexity by providing an independent, analytical approach to identifying future needs and defining efforts required to ensure those needs are met. This position will report into the Head of Investment Services for Strategic Advisers; specific responsibilities will include:

Responsibilities: Demonstrating strategic planning, change management, and executive influencing skills to continuously evaluate, assess, and deliver recommendations across SAI’s high-growth, high complexity business with critical business objectives, operating environment, and platform infrastructure.

  • Team Management: Lead and support team of five professionals through including coaching and development. Drive prioritization of resources and engagement with key partners to ensure most impactful alignment of team’s portfolio of work.
  • Executive Advisory: Provide structure and coordination to ensure the SAI Senior Team engagement on relevant topics internal and external to SAI
  • SAI Strategic / Operating Planning: Collaboratively develop SAI’s Strategic Plan in alignment (AM, channels) and ensure Operating Plans support execution of key objectives, including business goals, technology, and space / reentry planning.
  • Cross-SAI Programs / Org Support: Provide consulting, facilitation, and execution support on strategic programs that span multiple functions across our organization.
  • Communications: Develop and deliver on SAI’s communications strategy (e.g., All Associates, memos, social media) and support executive-level content development (e.g., FMR LLC Board, Strategic Advisers Fund Board)

Certifications:

Category:

Program/Project Management

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Similar Jobs

This job is no longer accepting applications

See open jobs at Fidelity.See open jobs similar to "Vice President, Strategy, Planning and Enablement" The Ad Club.
See more open positions at Fidelity
Privacy policyCookie policy