Job Description:

The Role

As an initiative leader for Scaling our Services and digital capabilities, you will be responsible for overseeing the portfolio for the digital transformation and shared digital capabilities product area through the entire product lifecycle from discovery, strategic planning to delivery and support. This role will also contribute and provide inputs to the brokerage, service and operations domain level planning efforts and executive communication materials. This role plays a significant role as the point person in driving both strategic & tactical planning efforts, preparing executive level updates, and developing meaningful relationship with other business units and senior leaders. You will serve as a focal point for the product & services, identify opportunities, collaborate on strategy development, participate in governance processes, and manage partner team relationships / prioritization alignments.

The Expertise You Have

Bachelor’s degree and/or MBA required10 plus years of consulting or strategy experienceProficient experience in streamlining and executing enterprise-wide planning and prioritization across business units and platform organizationsExpertise in preparing executive materials including multi-year plans, monthly business report outs, periodic executive updates.Proven track record to translate strategy into action that drives clear and measurable outcomesExperienced in consulting, large-scale program management, and/or business strategy and planningStrategic professional with a successful track record of working in large, sophisticated organizations with senior leadership to build alignment and drive execution prioritizationCapable of leading, influencing, and motivating colleagues and senior leadersBrokerage or financial services operations experience preferred

The Skills You Bring

Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drive tough decisionsAnalytical business problem solver who can ask questions, and use analytics to frame problems, opportunities, and solutionsStrong focus on execution and ability to identify, communicate, and remove impediments to progressStrong organizational navigator and teammate who finds common ground and can gain alignment among management, colleagues, and peersProven strategic end-to-end business thinking, planning and decision-makingStrong interpersonal, negotiating, and influencing skills with a demonstratable ability to engage senior management and across all levels of the organizationData-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value deliveredExecution orientation towards driving for results – rapid decision-making. Issues requiring attention can range from very tactical to long-range strategic questions, with the ability to engage effectively on both being necessarySelf-awareness of own style and leadership approach, especially in a cross-cultural environment, adapts behaviors as necessary to maintain relationshipsAbility to define product features and break them into clear and concise stories with well-defined business value and acceptance criteriaDemonstrated ability to develop concise, clear, and insightful executive-level presentations

The Value You Deliver

You will support the strategic direction of Digital Transformation and Business capabilities organization and drive strategies, goals, KPIs and vision into design and planningCreate, drive, and execute the rollout of roadmap and execution strategy for Transformation OfficeDriving alignment across the Senior Leadership team on strategic vision & directionYou will drive operational processes/efficiencies for ongoing planning, reporting and communication activities.Develop and execute the communication and engagement plan for the senior executive leadershipDriving the staff meeting planning and coordination

The base salary range for this position is $123,000-$207,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 Fidelity’s 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.

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 every other week (all business days, M-F) in a Fidelity office.

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.