The VP of Strategy and Planning will be responsible for helping to scale and mature the Fidelity Stock Transfer business which recently launched inside Fidelity Labs. They will balance strategic planning with execution of critical tasks and constantly be looking across the business to assess areas that will benefit from a more process-based approach while ensuring we maintain team dynamics that are high output and high agency. 

The VP of Strategy and Planning will: 

Possess outstanding written and verbal communication skills, including the ability to represent complex concepts for consumption by broad audiences and to facilitate decision making by senior management. 

Measure how we are tracking towards goals and KPIs across the business. Work across Fidelity in tracking shared KPIs and identifying watch areas as soon as possible. 

Be a valued and trusted member of our leadership team 

Work closely with Finance to develop more sophisticated measurement of cross Fidelity impact of our business and ensure forecasts reflect latest assumptions and knowledge. 

Work with team to assess the financial opportunity of new opportunities or business lines. 

Manage and methodically optimize operating routines of the Fidelity Stock Transfer business including quarterly planning, all hands, operating review, investment committee materials, off sites etc. 

Support strategic planning and budgeting exercises. 

Develop business operations strategy and team. 

Actively engage in all business activities. Especially when clear ownership may not exist. 

 
THE EXPERTISE YOU HAVE  

Bias towards action. 

Expertise in analyzing data to drive decision making and discussion. 

Meticulous in detail and passionate about delivering high quality results. 

Relevant experience in financial services or financial technology is required. 

Background in finance/strategy functions is a positive. 

Previous startup experience is a positive.  

THE SKILLS YOU BRING  

You are a hands-on leader, an active listener, and are motivated by being part of successful teams with a positive and inclusive culture.  

You have experience delivering financial results and measuring outcomes in terms of unit economics/SaaS metrics.  

You have operational experience with the early development and/or assessment of new business opportunities 

You excel when given the opportunity to tackle large and ambiguous problems.  

THE VALUE YOU DELIVER  

Establish and measure team priorities and success metrics to drive accountability across the team.  

Support continued evaluation of business strategy 

Support board, investment committee engagement strategy for continued funding and sponsorship 

Playing a critical role on the Fidelity Stock Transfer leadership team to continuously improve our operating model and to advance our business. 

THE TEAM  
  

This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house new business incubator. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm for nearly two decades. The Fidelity Labs organization has an active portfolio of operating businesses and projects in various stages of development. Labs is constantly prototyping concepts for Fidelity’s next new ventures. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader.   

  
More information can be found at labs.fidelity.com  
  

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.