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Fidelity International

Investment management and retirement solutions provider

Associate Director - Client Propositions, Investments & Product

Business OperationsConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • Demonstrated ability to develop, evaluate, and manage business cases, financial plans, and resource allocation decisions.
  • Experience leading financial and business reporting activities and translating complex information into clear insights for senior stakeholders.
  • Strong understanding of the financial services industry, ideally within asset or wealth management.
  • Ability to communicate effectively, influence decision-making, and build productive relationships across functions and seniority levels.
  • Ability to interpret data, identify trends, and make evidence-based recommendations.
  • Experience leading, developing, and coaching team members to support performance and career growth.
  • Ability to manage multiple priorities, maintain high quality standards, and deliver results to agreed timescales.
  • Experience operating in a dynamic environment, adapting to changing priorities, and contributing strategically and operationally.
  • Commitment to continuous learning and developing broader knowledge of the asset and wealth management industry.

Responsibilities

  • Coordinate the Client Strategic Roadmap Group, prioritising discretionary investment and change activity in line with business strategy, client outcomes, and commercial objectives.
  • Own and evolve the ABC prioritisation framework, providing criteria for investment and resource allocation decisions.
  • Support the development and challenge of business cases across GPS, ensuring initiatives deliver business value and strategic alignment.
  • Partner with Enterprise Change and Platform teams to align business planning, change delivery, and resource allocation decisions.
  • Work with Finance to coordinate planning cycles, track delivery against financial objectives, and measure outcomes.
  • Assess the commercial impact of strategic initiatives and identify opportunities to improve business performance, operational efficiency, and client outcomes.
  • Work as part of the Client Propositions Management team to deliver strong client outcomes while supporting GPS business strategy.
  • Support strategic client-facing activities, including key client engagements and governance board interactions, with insight and analysis for decision-making.
  • Partner with the Client Propositions Strategy team to translate strategic objectives into executable plans, measures, and outcomes.
  • Keep strategic roadmaps, priorities, and investment decisions aligned with evolving client needs, market developments, and business objectives.
  • Monitor client, industry, and competitor trends to inform strategic planning and prioritisation decisions.
  • Create and operationalise a KPI and performance management framework across GPS, including goal-setting, performance measurement, and reporting.
  • Establish planning and reporting routines throughout GPS, including reporting to the GPS Senior Leadership Team.
  • Provide inputs into Enterprise QSR, QVR, and QPI activities, accurately representing GPS priorities and performance.
  • Oversee management information and performance reporting that measures delivery against strategic objectives and KPIs.
  • Provide insight, challenge, and recommendations to senior stakeholders to support commercial decision-making and strategic investment choices.
  • Drive alignment of goals, objectives, and outcomes across GPS through governance, reporting, and performance management processes.

About the Company

Fidelity International

Investment management and retirement solutions provider

Fidelity International provides investment solutions and retirement expertise for institutions, individuals, and their advisers around the world. It offers a range of investment management services, personal investing platforms, and retirement savings products, using both its own funds and third-party options. Clients access these tools to pursue long-term financial goals, with revenue coming from management and advisory fees. The company integrates sustainability and responsible investing into its operations and investment processes, aiming to deliver long-term, sustainable outcomes for clients. The goal is to help clients build better financial futures and maintain financial health over time.

Company size
5,001-10,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1969

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