Full-Time

Director – Strategy & Planning

Asset Management

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Expert

Company Historically Provides H1B Sponsorship

Boston, MA, USA + 2 more

More locations: Smithfield, RI, USA | Merrimack, NH, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Risk Management
Data Analysis

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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 delivering 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 drives tough decisions
Responsibilities
  • 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
Desired Qualifications
  • 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

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market data, news, and trading tools, such as the Fidelity Market Monitor for Glass and the Fidelity app for Windows Phone 8. Unlike competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower individuals to make informed financial decisions and effectively manage their investment portfolios.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement