Director, Strategy and Planning

Fidelity Investments • Boston, MA

1d • $110,000 - $222,000 • Hybrid

About The Position

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 Wealth’s Senior Leadership Team. The role will be asked to think creatively about the retail financial services industry and Wealth’s place within it, creating quantitative analyses using internal and external data to drive new insights. In addition, the role is responsible for supporting Wealth’s strategy development and planning processes, packaging and communicating the strategy and further developing the mechanisms that build strategic alignment across the leadership team.

Requirements

• 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
• BA/BS required, MBA or equivalent Master’s degree preferred
• Financial Services experience and/or knowledge preferred
• 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

Nice To Haves

• MBA or equivalent Master’s degree preferred
• Financial Services experience and/or knowledge preferred

Responsibilities

• supporting and leading efforts within the team, ranging from strategy development
• opportunity sizing
• competitive modeling
• special ad hoc projects requested by Fidelity Wealth’s Senior Leadership Team
• creating quantitative analyses using internal and external data to drive new insights
• supporting Wealth’s strategy development and planning processes
• packaging and communicating the strategy
• further developing the mechanisms that build strategic alignment across the leadership team

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Director