- Contributing to development of IWMS s strategic plan through analysis of industry/competitive trends, articulation of an overarching vision, identification of areas of business / investment focus, and development of a goals measurement framework
- Driving business case development and other strategic analyses through collaboration with key partners to inform perspective and recommendations
- Coordinating and executing strategic cross-FBOT initiatives in partnership with business leaders, including management of workstreams and coordination with cross-functional teams to drive project delivery and execution; examples include organizational transformation, regulatory response, pricing strategy, and new opportunity assessment
- Structuring and organizing quarterly business reviews and other forums to enable strategic dialogue and decision-making for FBOT senior management team
- 7-10 years of work experience in strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.
- MBA, or equivalent business, strategy, or analytical background.
- Ideal candidate has experience in financial services, particularly in wealth and asset management fundamentals and/or working with financial intermediaries.
- Outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
- Excellent written and verbal communications skills, including the ability to \u201Ctell the story\u201D and communicate complex information to influence executive decision making.
- Experience with project management, specifically including strategy development and business transformation
- Phenomenal ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research
- Ability to influence and drive decisions in complex environments with multiple partners through both personal interactions as well as the creation and delivery of presentations
- Proficient in quantifying challenges and requirements related to execution
- Skilled in building relationships with peers and executives in a variety of capacities
- Knowledge of digital technologies, business models and emerging fintech players, particularly within financial intermediary market
- Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
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Director, Strategy
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Director, Strategy - Boston, United States - Fidelity TalentSource LLC
Description
Job Description:
The Role
The Director, Strategy is a member of the Fidelity Institutional Wealth
Management Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term plan. In this role you will drive day-to-day management and leadership of key cross-Fidelity Brokerage Operations and Technology (FBOT) strategic initiatives, support overall business unit operating model and partner with cross-functional leaders to drive prioritization and alignment of key strategic and investment activities. Your contributions will directly impact the efforts to grow, develop, and scale the business.
The Expertise and Skills Your Bring
The Team
Fidelity Institutional Wealth Management Services (FIWMS) offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.
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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).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
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
, or by calling , prompt 2, option 3.
