Hybrid Director – Planning & Strategic Initiatives

Posted 23 hours ago

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About the role

  • Director of Planning & Strategic Initiatives leading business planning and strategic initiatives for Fidelity's Workplace Investing. Collaborating with senior leaders and driving organizational synergies.

Responsibilities

  • Lead the development and effective communication of WIIM business plan including strategic focus areas, challenges, interdependencies, and integration opportunities across CEG.
  • Support the multi-year planning process including developing materials for key management updates and program-managing the overall process for WIIM.
  • Lead and support planned / ad hoc management routines and initiatives for WIIM (e.g., leadership planning meetings, QBRs, executive meetings).
  • Lead and support strategic initiatives and projects for FWC leadership and integration opportunities with broader CEG.
  • Evaluate longer term strategy and operating model enhancements through leveraging data and analysis for WIIM & FWC.
  • Lead AI use case development & prioritization for CEG including leading governance, idea screen and business case development in partnership with CETS team.
  • Develop and maintain strong connections with key business partners (e.g., WI strategy & planning, WI Finance, Product Areas) to influence roadmaps and prioritization of initiatives to meet goals.
  • Provide expert guidance to team and create a safe environment for collaboration and the exploration of creative ideas that challenge the status quo.

Requirements

  • Bachelor’s degree required; MBA degree or equivalent degree or experience is preferred.
  • 5+ years of relevant experience, preferably in business management / consulting / strategy / planning.
  • Experience working in the Workplace Investing business desired.
  • Demonstrated interest or experience in the financial services industry, with the strong knowledge of the retirement and/or healthcare benefits industry, customers, and products and services.
  • Outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
  • Capable of influencing and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of research-based conclusions.
  • Strong working knowledge of advanced analytics, comfortable with data and quantitative analysis, and have an interest in AI.
  • Outstanding organizational skills and a proactive, creative, and collaborative approach to solving strategic business issues.
  • Adept at leading multiple projects / initiatives at once.
  • Comfortable in an unstructured, ambiguous environment and comfortably handle risk and uncertainty.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work arrangements
  • Professional development opportunities

Job title

Director – Planning & Strategic Initiatives

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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