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
- Category Strategy Manager responsible for customer analytics and strategic recommendations for grocery clients. Collaborating with internal teams and managing insights-driven projects for business growth.
Responsibilities
- Deliver customer, market, and consumer analytics and insights in support of Meijer and other assigned accounts
- Develop actionable recommendations that drive strategic goals and business results for Shankman and its clients
- Lead analysis that builds understanding of key categories and customer trends
- Partner with Business Managers, clients, and retailers for business reviews, presentations, and category strategy
- Conduct routine and seasonal category and client analyses and translate findings into actionable recommendations
- Prepare for and participate in customer meetings, line reviews, and client presentations
- Analyze trends at the assigned customer and across the broader market
- Deliver timely post-period and post-season analysis summarizing results and key learnings
Requirements
- Bachelor’s degree in Marketing, Finance, Business, or a related field
- Minimum of 3+ years of experience in Category Management, insights, analytics, or related business analysis
- Experience supporting grocery or mass retail accounts, with Meijer experience strongly preferred
- Strong proficiency in Microsoft Office, especially Excel and PowerPoint
- Power BI Experience is a plus
- Experience working with retailer POS, shopper, and syndicated data platforms
- Experience with space planning and merchandising analytics is a plus
- Prior experience leading projects independently and managing multiple priorities in a fast-paced environment
- Previous people-management or informal team leadership experience is a plus
Benefits
- Hybrid work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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