Director, Strategy and Planning

Job Description:

Job Title: Director, Strategy and Planning

The Role

This role is responsible for supporting and leading efforts within the team, ranging from strategy development, opportunity sizing, competitive modeling, and special ad hoc projects requested by Fidelity Wealth’s Senior Leadership Team. The role will be asked to think creatively about the retail financial services industry and Wealth’s place within it, creating quantitative analyses using internal and external data to drive new insights. In addition, the role is responsible for supporting Wealth’s strategy development and planning processes, packaging and communicating the strategy and further developing the mechanisms that build strategic alignment across the leadership team.

The Expertise and Skills You Bring

• Experience: 7+ years of analytics, strategy and/or management consulting experience; 10+ years working in a professional environment. Proven impact supporting executive levels of an organization

• Education: BA/BS required, MBA or equivalent Master’s degree preferred

• Background: Financial Services experience and/or knowledge preferred

• Skills: Critical thinking, ability to deconstruct, frame, and solve complicated problems, strong analytical skills, curiosity along with the ability to bring new insights and thinking to the business, PowerPoint skills for developing materials for and engaging with senior level audiences, strong project management and influencing skills

Note: Fidelity is not providing immigration sponsorship for this position

The Team

This role is part of Fidelity Wealth’s Strategy team. A small and robust team that develops and drives Wealth’s strategy, competitive insights, and business management efforts. The team directly supports Wealth’s senior leadership, driving our strategy forward and creating alignment within Wealth and between Wealth and Fidelity’s other business units.

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.

Certifications:

Category: