Director, Strategy and Planning

Job Description:

As a member of the Brokerage Strategy and Planning team, the Director will work closely with leaders and teams across the domain to drive strategy and business management practices that optimize value for Fidelity customers and associates! The role requires a balance of analytical and problem solving, process management, and communication and influencing skills to support key activities of the team which include:

• Leads and contributes to pivotal initiatives and collaborates on efforts to translate strategy into execution.
• Implements and facilitates strategic business processes and practices that champion alignment and efficiency and enable decision making and/or action.
• Coordinates with other key support functions (e.g., HR, Finance, Agile) to ensure a holistic approach to strategy and execution.
• Authors compelling materials to effectively explain our strategy and present persuasively to drive the business to action.
• Supports broader planning and business management responsibilities of the Strategy and Planning team during critical times, as needed

• Bachelor s degree is required, MBA is preferred
• 12 + years of professional experience
• Shown strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate but related concepts
• Ability to represent large complex problems and solutions at the right level for senior leader consumption and decision making
• Experience designing, implementing, and coordinating business management processes that drive value for their stakeholders
• Exceptional written, verbal, and visual communication skills and comfort addressing/influencing leaders and teams
• Consistent track record of collaborating to build consensus and alignment across and within multiple teams, levels, and functions of an organization

The Brokerage Services and Operations team drives Fidelity s growth by helping build the best client and associate experience across the industry. We are reimagining experiences across Fidelity to help our customers accomplish their goals and live their best financial lives. We work to fundamentally lower the cost to serve a growing client base, while improving the service experience to meet the expectations of our digitally savvy investor base through consistent, coordinated, scalable solutions.

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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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,

, 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

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