Job Description:
The Role
The Senior Manager, Strategy reports to the VP, Brokerage Strategy. They play a key role supporting development and ongoing management of a unified growth plan for Fidelity Brokerage. They also lead projects passionate about the business’s strategic priorities. This role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance, and Analytics – as well as teams across business units.
- Lead or contribute to project work to develop coordinated 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 stakeholders 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. Advise new growth and commercialization options as well as potential challenges within competitive and consumer trends and overall market context
- 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 fact base across customers, market, and competition, in partnership with Finance & Analytics, to advise strategy
- Author compelling materials to optimally 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 Bring
- 3-5+ years of management consulting or corporate strategy experience
- 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
- Ideal candidate has comfort working with very large datasets and analytical tools (e.g., SQL, Tableau, etc)
- Experience contributing to an organization’s top strategic projects including defining actionable strategies to grow businesses; leveraging outside-in perspectives informed by understanding of financial services market and consumer trends
- Innovative, forward-thinker who quickly understands the context, and optimally challenges the status quo
- Excellent written and verbal communications skills, including the ability to tell the story and communicate complex information to influence executive decision making
- Confidence, business maturity, and presence to work independently and collaborate optimally across all levels of the organization, including optimally interacting with and influencing senior management
The Team
The Brokerage Strategy & Planning team serves as the central catalyst for defining and driving the business’s long‑term direction. The team partners closely with senior leadership to shape strategic priorities, assess market and competitive trends, and translates enterprise objectives across our organization. Through rigorous analysis, cross‑functional alignment, and disciplined planning, the group ensures Fidelity Brokerage is positioned to capture growth opportunities and execute with clarity and focus.
The base salary range for this position is $89,000-216,000 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.
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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.