Job Description:
The Role
We are seeking an experienced Occupancy Planner to shape how our global workplace portfolio supports business performance, onsite work strategy, and outstanding associate experiences. This role sits at the intersection of workplace strategy, strategic space planning, and data‑driven decision making, with responsibility for translating workforce and space insights into clear, actionable plans.
You will coordinate occupancy planning efforts across a complex, multi-site global portfolio—developing space scenarios, stack plans, phasing strategies, and utilization insights that guide short- and long-term decisions. This is a highly collaborative role, partnering closely with Real Estate Strategy, Associate Experience, Facilities and Operations, Workforce Planning, and Design teams to align space supply with evolving business needs.
Success in this role requires a balance of analytical and data orientation, workspace design and planning proficiency, and strong communication capabilities. You’ll influence leaders with well‑crafted narratives backed by data, helping the organization confidently adapt in a dynamic workplace environment.
As an Occupancy Planner, you enable smarter, future‑ready workplace decisions by integrating space planning expertise, workplace strategy, and analytics. Your work ensures that space is optimized, flexible, and aligned with onsite work models, productivity goals, workspace design metrics, and associate well‑being.
You serve as a strategic advisor to business leaders—translating workforce trends, operational requirements, and workplace design standards into practical plans that improve portfolio performance. From developing stack and migration plans to guiding partners through workplace change, your insights help build an adaptable and resilient workplace strategy.
The Expertise and Skills You Bring
- A proven track record to translate complex data into clear insights, space scenarios, and actionable recommendations
- Experience in corporate occupancy planning and workplace strategy, including scenario modeling, long-term forecasting, blocking and stacking, phasing, and migration planning, within large, multi-site, and matrixed organizations
- Bachelor’s degree in Architecture, Design, or a related field, with 3–5 plus years of experience in a corporate or consulting environment
- Experience using space and utilization data to evolve workplace standards, planning guidelines, typologies, and personas
- Excellent judgment in addressing space-related considerations such as privacy, security, and confidentiality
- Advanced storytelling and presentation skills, with the ability to influence executive audiences using data-backed narratives
- Expert Excel skills, including automated reporting, pivot tables, and data modeling using CAFM/IWMS system outputs
- Proficiency with CAFM/IWMS platforms (e.g. Tririga,Tango, Archibus) and familiarity with utilization technologies (e.g., VergeSense, Density)
- Advanced capabilities in CAD and architectural tools (AutoCAD, Revit, Bluebeam), with strong drawing interpretation skills
- Solid understanding of change management methodologies (e.g., Prosci, ADKAR)
- A collaborative outlook capable of leading space activation, move planning, and phasing coordination efforts
- Strong internal business focus, initiative, and follow-through in a fast-paced environment
- Excellent time management and prioritization skills, with comfort navigating shifting priorities
- Ability to travel to Fidelity sites as needed (less than 25%)
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers.
Certifications:
Category:
Program/Project ManagementPlease 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.
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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.
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.