Job Description:
The Senior Manager, Fidelity Institutional (FI) Strategy & Planning will support several activities to help drive forward Fidelity's FI business unit. As a key contributor, this individual will be a multi-faceted contributor to the organization, helping to develop FI's strategic plan, facilitating the execution of key initiatives to drive the business forward, ensuring alignment among internal and external partners, and ensuring clear and consistent messaging of our business strategy and accomplishments.
The Expertise and Skills You Bring
- 3-5+ years management consulting, strategic planning, or management experience
- Strong strategy consulting abilities: Critical thinking, structured problem solving, sophisticated research and analysis, and ability to drive to business insights
- Experience contributing to an organization's top strategic projects
- Executive presence to work with senior leaders across an organization
- Deep curiosity about the intermediary and institutional investment markets
- Ability to balance multiple workstreams and maintain an agile mentality
- Excellent written and verbal communication skills
- Advanced skills in Microsoft PowerPoint and Excel
- MBA, CFA or other relevant advanced degree preferred, but not required
The Team
Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the FI Finance organization, the Strategy & Planning team is responsible for defining, communicating, and executing on FI's business unit strategy and priorities. FI Strategy & Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.
The Value You Deliver
The Senior Manager, FI Strategy & Planning will report to the VP of Strategy & Planning for FI; specific responsibilities to include:
Completing Strategic Projects (~60%)
- Act as key member of project teams working on behalf of FI's Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business
- Drive business case development and other strategic analyses through collaboration with key partners to advise recommendations
- Manage workstreams to drive project delivery and execution; examples include new opportunity assessment, organizational transformation, regulatory response, and pricing strategy
Facilitating Multi-Year Planning (~30%)
- Contribute to the development of FI's Multi-Year Plan through analysis of industry/competitive trends, articulation of overarching FI vision, identification of areas for investment and business focus, and development of business goals
- Participate in FI's objective-setting and scorecard processes, ensuring the linkage of FI's business strategy to objectives & critical metrics at all levels of the organization
- Ensure alignment with Enterprise-wide planning processes and priorities
- Support executive-level presentations and reviews of FI's business strategy and results, including Quarterly Business Reviews (QBRs), All Hands Meetings, and Fidelity Board meetings
Team Contribution (~10%)
- Contribute to overall team culture and environment
- Support agile practices within the team
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 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 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, or by calling 800-835-5099, prompt 2, option 3.
