Director of Planning & Strategic Initiatives leading business planning and strategic initiatives for Fidelity's Workplace Investing. Collaborating with senior leaders and driving organizational synergies.
About the role
- APAC Strategy Consultant leading the redesign of customer engagement for legal solutions. Collaborating across business units to enhance market strategies and workflows.
Responsibilities
- Lead a structured review of current segment‑level GTM workflows, handoffs and decision‑making
- Map customer needs, value drivers and commercial patterns by segment
- Identify pain points, gaps, bottlenecks and opportunities for alignment
- Design a segment‑led GTM operating model with clear roles, governance, cadence and workflows
- Facilitate cross‑functional workshops to validate segment distinctions and execution realities
- Develop a phased implementation roadmap with pilots, dependencies and capability requirements
- Lead the end‑to‑end redesign of the customer onboarding and engagement journey, from sales handover through adoption and expansion
- Benchmark against best‑in‑class onboarding models and identify opportunities for digital guidance and GenAI‑enabled scale
- Provide practical, actionable recommendations for leadership endorsement
Requirements
- 8+ years’ experience in strategy consulting, GTM strategy, sales operations design, or commercial operating model transformation
- Strong capability in mapping workflows, diagnosing organisational gaps and designing future‑state operating models
- Experience with multi‑product B2B GTM frameworks
- Skilled facilitator with strong cross‑functional engagement experience
- Excellent communication skills with the ability to convey complexity simply
- Background in SaaS, information solutions or professional services desirable
- Bachelor’s degree required (Business/Commerce/Strategy preferred)
Benefits
- Work with an inclusive global company that values flexibility, wellbeing, and career development.
- Discounted Health plan rate and Optical Assistance
- Life assurance and income protection
- Option to buy additional Annual Leave days
- Employee Assistance Program
- Flexible working arrangements
- Benefits for you and your family
- Access to learning and development resources
- Retail discounts and cashback offers
- Global discounts and free wellbeing & learning classes
- Electric Vehicle Novated Leasing
Job title
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