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Fidelity Investments

Manages investments and workplace retirement plans

Director – Strategy and Planning

Corporate StrategyConfirmed live in the last 24 hours
Full-timeBoston, MA, USA$110k - $222k /yr

About the Job

Requirements

  • At least 8 years of experience in management consulting, strategy and planning functions, business development, or related fields.
  • A bachelor's degree is required.
  • Ability to define and articulate strategy, using data and insights to tell compelling stories and inform executive decision-making.
  • Ability to lead complex, cross-functional initiatives and organize and prioritize tasks autonomously.
  • Ability to develop logically structured presentations and narratives for executive audiences.
  • Proven experience developing a team through coaching, counseling, and career guidance.
  • Track record of performing detailed analyses and building frameworks to organize information, break down problems, and frame opportunities.
  • Ability to communicate confidently with stakeholders at all organizational levels and build effective relationships.
  • Comfort and effectiveness working in a fast-paced culture with high visibility and many concurrent priorities.
  • Ability to apply knowledge of Real Estate functions, properties, and processes to complex strategic challenges.
  • Expert proficiency in PowerPoint and Excel.
  • Attention to detail and accuracy, with high-quality work.

Responsibilities

  • Work across Real Estate functions to develop short- and long-term strategies that support Fidelity's businesses and achieve Real Estate objectives.
  • Analyze and make recommendations concerning multi-year capital investment, leasing and transaction decisions, portfolio optimization, and critical cross-portfolio initiatives.
  • Lead a team and oversee the planning process for the five-year capital investment plan in partnership with Real Estate and business leaders.
  • Develop business cases to frame options and obtain funding approval for multi-million-dollar capital investments.

Desired Qualifications

  • An MBA is a plus.
  • Knowledge of Fidelity’s businesses, culture, and ways of working is a plus.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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