Job Description:
The Business Planning Specialist will coordinate Fidelity Insurance Agency’s strategy development and business planning efforts. In partnership with members of the FIA Senior Leadership Team, this role will help evolve our mission and business objectives, align success metrics, and influence organizational priorities.
The Expertise You Have
Bachelor’s degree required, MBA a plus
5-7+ years of experience
Knowledge of the financial service industry, FIA, and Retail Investing business
Experience using data analytics and insights to influence work prioritization and achieve desired business results.
Consulting experience preferred, but not required
The Skills You Bring
Highly analytical and data-driven approach to developing key insights and translating insights into action
Strong partnership and teamwork skills to develop and communicate strategic plans
Ability to develop effective visualizations for senior leadership presentations.
Demonstrate dedication to cross-functional collaboration in agile, client centric, fast paced environment
Highly organized, ability to prioritize and work under tight deadlines
The Value You Deliver
Defining, refining, and communicating the mission and impact of FIA to partners across Fidelity
Participating in FIA’s annual and multi-year planning processes
Planning and facilitating FILI’s Senior Leadership forums including staff meetings, offsites and client advisory board meetings
Coordinating FIA business reviews with Wealth Solutions Senior Leaders
How Your Work Impacts the Organization
Fidelity Insurance Agency (FIA) provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having our annuity and protection solutions as options is a strategic advantage for Retail Investing customers. Our product offerings help ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility, protection in the event of premature death and unforeseen long-term care costs.
Certifications: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 Glassdoor Employees’ Choice Award, 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model 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, detailed in this document, 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 fidelitycareers.com.
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 accommodations@fmr.com.