Job Description:
Job Title: Director, Strategy & Planning
The Role
The Director, Fidelity Institutional (FI) Strategy and Planning will lead and contribute to several activities in support of Fidelity’s FI business unit. The Director, FI Strategy and Planning will report to the VP of Strategy and Planning for FI. As a key member of the FI Strategy and Planning team, this individual will be a multi-faceted contributor to the organization, shaping FI’s strategic plan, ensuring alignment among internal and external stakeholders, and executing on key initiatives to drive the business forward.
The Expertise and Skills You Bring
Top tier strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications
Experience leading and contributing to an organization’s top strategic projects
Executive presence to work directly with senior leaders
Deep curiosity about the intermediary and institutional investment markets
Ability to manage multiple workstreams and maintain an agile mentality
Excellent written and verbal communication skills
Advanced skills in Microsoft PowerPoint and Excel
Lead or contribute to project work to identify and assess strategic, competitive, and operational improvement opportunities for the FI Division
Develop compelling recommendations that drive Senior Management to action, leveraging a strategy consulting toolkit
Communicate findings through executive-level written output (mainly Powerpoint) and presentations
Support key initiatives aligned to FI’s Multi-Year Plan
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the FI Finance organization, the Strategy and Planning team is responsible for defining, communicating, and executing on FI’s business unit strategy and top priorities. FI Strategy and Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.
The base salary range for this position is $110,000-255,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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.