Vice President of Advanced Planning at Fidelity, responsible for financial and estate planning for high net worth clients. Leading comprehensive planning engagements with client interactions and team support.
About the role
- VP leading the Credit Union's digital applications ecosystem strategy and performance optimization. Overseeing technical roadmap and managing vendor relationships while ensuring alignment with IT strategy.
Responsibilities
- Provides operational leadership and workforce planning for the Digital Solutions team.
- Establishes performance expectations, provides coaching and development, and ensures strong execution across digital systems support.
- Maintains compliance with all policies, procedures, and IT governance standards.
- Models integrity and supports a collaborative, technically proficient team culture.
- Develops and executes the digital applications roadmap, prioritizing platform enhancements, integrations, and technology modernization initiatives.
- Evaluates and implements emerging technologies that improve system performance, security, and scalability.
- Partners with IT and cybersecurity teams to ensure alignment with enterprise architecture and risk frameworks.
- Uses technical performance metrics, system analytics, reliability data, and user behavior insights to improve platform stability, uptime, and functionality.
- Collaborates with internal technology teams to optimize applications, integrations, and system configurations.
- Oversees the planning, development, testing, deployment, and lifecycle management of digital applications and services, including online banking, mobile platforms, account‑opening systems, authentication tools, and related integrations.
- Ensures third‑party systems are tightly integrated, secure, and performing at expected levels.
- Identifies and resolves technical issues, system defects, and user pain points across digital channels.
- Manages technical vendors, integrators, and platform providers, ensuring adherence to SLAs and engineering standards.
- Leads contract negotiations, renewals, and performance reviews.
- Develops and manages annual budgets for digital systems, application maintenance, infrastructure requirements, and technical project portfolios.
- Ensures alignment with enterprise IT strategy and organizational goals.
Requirements
- 10 years to 15 years of similar or related experience in IT or digital strategy roles.
- Experience to include leading digital transformation initiatives, strategic planning/execution, and management of large-scale IT/digital projects.
- A college/bachelor's degree in Computer Science, Information Systems, or a related field and relevant industry certifications are advantageous.
- The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust.
- Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.
- Must be at least 18 years of age.
- Favorable Background, Credit, Criminal, Bondability, and Reference Checks required. (Motor Vehicle check dependent on position.)
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