Director, Strategy and Planning

Fidelity

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profile Job Location:

Boston, NH - USA

profile Monthly Salary: $ 110000 - 222000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Job Description:

Job Title: Director Strategy and Planning

The Role

This role is responsible for supporting and leading efforts within the team ranging from strategy development opportunity sizing competitive modeling and special ad hoc projects requested by Fidelity Wealths Senior Leadership Team. The role will be asked to think creatively about the retail financial services industry and Wealths place within it creating quantitative analyses using internal and external data to drive new addition the role is responsible for supporting Wealths strategy development and planning processes packaging and communicating the strategy and further developing the mechanisms that build strategic alignment across the leadership team.

The Expertise and Skills You Bring

  • Experience: 7 years of analytics strategy and/or management consulting experience; 10 years working in a professional environment. Proven impact supporting executive levels of an organization

  • Education: BA/BS required MBA or equivalent Masters degree preferred

  • Background: Financial Services experience and/or knowledge preferred

  • Skills: Critical thinking ability to deconstruct frame and solve complicated problems strong analytical skills curiosity along with the ability to bring new insights and thinking to the business PowerPoint skills for developing materials for and engaging with senior level audiences strong project management and influencing skills

Note: Fidelity is not providing immigration sponsorship for this position

The Team

This role is part of Fidelity Wealths Strategy team. A small and robust team that develops and drives Wealths strategy competitive insights and business management efforts. The team directly supports Wealths senior leadership driving our strategy forward and creating alignment within Wealth and between Wealth and Fidelitys other business units.

The base salary range for this position is $00 USD per year.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Business Strategy

Required Experience:

Director

Job Description:Job Title: Director Strategy and Planning The RoleThis role is responsible for supporting and leading efforts within the team ranging from strategy development opportunity sizing competitive modeling and special ad hoc projects requested by Fidelity Wealths Senior Leadership Team. Th...
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Key Skills

  • Business Development
  • Marketing
  • Pricing
  • Analysis Skills
  • Research Experience
  • Project Management
  • Research & Development
  • Strategic Planning
  • Financial Modeling
  • Leadership Experience
  • Management Consulting
  • Analytics

About Company

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The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.

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