Director, Strategy & Planning, Asset Management

Job Description:

The Role

The Director, Strategy & Planning, will support various strategic planning processes and programs for the Asset Management Technology organization. This role will be part of the Strategy Enablement and Engagement (SEE) team which supports the strategy development and delivery of Asset Management's technology portfolio.

The Value You Deliver

• Support strategic planning and quarterly business management processes for the AM Technology organization by identifying and communicating key deliverables, internal milestones, and roles and responsibilities.
• Develop high-quality executive presentations for executive reviews in partnership with peers and business partners.
• Find opportunities to drive consistency and effectiveness of planning and governance activities within the Strategy Enablement and Engagement team and across the technology organization.
• Facilitate effective collaboration and communication across Asset Management Technology leaders and partners including Finance, HR, and other Fidelity technology organizations.
• Develop both broad and detailed views of Asset Management Technology's portfolio of products, capabilities, initiatives, resources, and investments.
• Work across technology leaders to identify critical decisions, dependencies, risks, and challenges and help facilitate discussion and resolution among senior management team.
• Own the AM Technology associate engagement strategy and supervise the associate engagement program manager in leading various engagement programs including the AM Tech Intern program and Rewards & Recognition program as well as several events and large meetings with associates and senior leaders.

The Expertise You Have

• Outstanding written and verbal communication skills, including the ability to represent complex concepts for consumption by broad audiences and to facilitate decision making by senior management
• Demonstrated success in developing strategy and experience facilitating planning processes within a large organization
• Expertise in using data to drive decision making and discussion
• Meticulous with detail and passionate about delivery high quality results
• Comfort with complexity and ambiguity
• Ability to build credibility and trust with a diverse range of partners to effectively influence outcomes
• Experience managing small teams and getting work done through others through influence and delegation
• Innovative, forward-thinker who quickly understands context, and effectively challenges the status quo and drive tough decisions
• An understanding of Asset Management businesses and supporting technologies preferred
• 10-12+ years of proven expertise in relevant fields; MBA degree or equivalent experience preferred

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

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 [email protected].