Director, Strategy

Boston, MA, United States

The Director, Strategy is a member of the Fidelity Institutional Wealth

Management Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term plan. In this role you will drive day-to-day management and leadership of key cross-Fidelity Brokerage Operations and Technology (FBOT) strategic initiatives, support overall business unit operating model and partner with cross-functional leaders to drive prioritization and alignment of key strategic and investment activities. Your contributions will directly impact the efforts to grow, develop, and scale the business.

Contributing to development of IWMS’s strategic plan through analysis of industry/competitive trends, articulation of an overarching vision, identification of areas of business / investment focus, and development of a goals measurement framework

Driving business case development and other strategic analyses through collaboration with key partners to inform perspective and recommendations

Coordinating and executing strategic cross-FBOT initiatives in partnership with business leaders, including management of workstreams and coordination with cross-functional teams to drive project delivery and execution; examples include organizational transformation, regulatory response, pricing strategy, and new opportunity assessment

Structuring and organizing quarterly business reviews and other forums to enable strategic dialogue and decision-making for FBOT senior management team

The Expertise and Skills Your Bring 7-10 years of work experience in strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.

MBA, or equivalent business, strategy, or analytical background.

Ideal candidate has experience in financial services, particularly in wealth and asset management fundamentals and/or working with financial intermediaries.

Outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.

Excellent written and verbal communications skills, including the ability to “tell the story” and communicate complex information to influence executive decision making.

Experience with project management, specifically including strategy development and business transformation

Phenomenal ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research

Ability to influence and drive decisions in complex environments with multiple partners through both personal interactions as well as the creation and delivery of presentations

Proficient in quantifying challenges and requirements related to execution

Skilled in building relationships with peers and executives in a variety of capacities

Knowledge of digital technologies, business models and emerging fintech players, particularly within financial intermediary market

Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management

The Team Fidelity Institutional Wealth Management Services (FIWMS) offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.

Certifications: Category: Business Strategy Job Description: The Role

The Director, Strategy is a member of the Fidelity Institutional Wealth

Management Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term plan. In this role you will drive day-to-day management and leadership of key cross-Fidelity Brokerage Operations and Technology (FBOT) strategic initiatives, support overall business unit operating model and partner with cross-functional leaders to drive prioritization and alignment of key strategic and investment activities. Your contributions will directly impact the efforts to grow, develop, and scale the business.

Contributing to development of IWMS’s strategic plan through analysis of industry/competitive trends, articulation of an overarching vision, identification of areas of business / investment focus, and development of a goals measurement framework

Driving business case development and other strategic analyses through collaboration with key partners to inform perspective and recommendations

Coordinating and executing strategic cross-FBOT initiatives in partnership with business leaders, including management of workstreams and coordination with cross-functional teams to drive project delivery and execution; examples include organizational transformation, regulatory response, pricing strategy, and new opportunity assessment

Structuring and organizing quarterly business reviews and other forums to enable strategic dialogue and decision-making for FBOT senior management team

The Expertise and Skills Your Bring 7-10 years of work experience in strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.

MBA, or equivalent business, strategy, or analytical background.

Ideal candidate has experience in financial services, particularly in wealth and asset management fundamentals and/or working with financial intermediaries.

Outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.

Excellent written and verbal communications skills, including the ability to “tell the story” and communicate complex information to influence executive decision making.

Experience with project management, specifically including strategy development and business transformation

Phenomenal ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research

Ability to influence and drive decisions in complex environments with multiple partners through both personal interactions as well as the creation and delivery of presentations

Proficient in quantifying challenges and requirements related to execution

Skilled in building relationships with peers and executives in a variety of capacities

Knowledge of digital technologies, business models and emerging fintech players, particularly within financial intermediary market

Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management

The Team Fidelity Institutional Wealth Management Services (FIWMS) offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.

Certifications: Category: Business Strategy Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

About Us 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 experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

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 please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2

For roles based in Ireland: Contact [email protected]

For roles based in Germany: Contact A [email protected]

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