Director, Planning & Strategic Initiatives

Job Description:

Director Planning & Strategic Initiatives

The Director of Planning & Strategic Initiatives for WIIM & FWC is a strategic role that partners with the Head of Workplace Inclusion Insights and Marketing to lead the business planning process executive management routines and strategic prioritization for WIIM. This role will also partner with Head of Fidelity Workplace Consulting and other senior leaders within WI CEG to lead strategic initiatives for FWC & broader CEG organization. Reporting to Head of Insights and Integration this individual will be a key member of the team working across Relationship Management Sales WIIM and FWC driving increased synergies and insights for this group.

The Expertise and Skills You Bring

• Bachelors degree required; MBA degree or equivalent degree or experience is preferred.

• 5 years of relevant experience preferably in business management / consulting / strategy / planning.

• Experience working in the Workplace Investing business desired.

• Demonstrated interest or experience in the financial services industry with the strong knowledge of the retirement and/or healthcare benefits industry customers and products and services.

• You have outstanding analytical communication conceptual thinking project management and problem-solving capabilities.

• You are capable of influencing and providing strategic guidance to senior management through both personal interactions as well as the creation and delivery of research-based conclusions.

• You drive decisions in complex environments with multiple partners.

• You have a strong working knowledge of advanced analytics are comfortable with data and quantitative analysis and have an interest in AI.

• You have outstanding organizational skills and a proactive creative and collaborative approach to solving strategic business issues.

• You are adept at leading multiple projects / initiatives at once.

• You are comfortable in an unstructured ambiguous environment and comfortably handle risk and uncertainty.

• You are willing to learn and adapt quickly and to offer and accept feedback.

The Value You Deliver

• Lead the development and effective communication of WIIM business plan including strategic focus areas challenges interdependencies and integration opportunities across CEG.

• Support the multi-year planning process including developing materials for key management updates and program-managing the overall process for WIIM.

• Lead and support planned / ad hoc management routines and initiatives for WIIM (e.g. leadership planning meetings QBRs executive meetings)

• Lead and support strategic initiatives and projects for FWC leadership and integration opportunities with broader CEG.

• Evaluate longer term strategy and operating model enhancements through leveraging data and analysis for WIIM & FWC.

• Lead AI use case development & prioritization for CEG including leading governance idea screen and business case development in partnership with CETS team.

• Develop and maintain strong connections with key business partners (e.g. WI strategy & planning WI Finance Product Areas) to influence roadmaps and prioritization of initiatives to meet goals.

• Provide expert guidance to team and create a safe environment for collaboration and the exploration of creative ideas that challenge the status quo.

The Team

Fidelitys Workplace Investing business is the market-leading provider of retirement investment and benefits solutions for more than 23000 companies and their 40 million employees. The Insights and Integration team resides within the WI Client Engagement Group. We help define and prioritize strategy and focus areas across Relationship Management Sales Workplace Inclusion Insights and Marketing and Fidelity Workplace Consulting ensure consistent alignment with WI strategy and initiatives support senior leadership routines and drive improved and modernized insights.

Certifications:

Category:

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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.