Associate on the Public Finance team at KeyBank analyzing, structuring, and executing transactions with a focus on investment banking principles and client planning sessions.
SF
Hybrid Director, Strategy & Investment Decisioning
Posted 1 hour ago
About the role
- Director of Strategy & Investment Decisioning at Fidelity, shaping strategic technology investment decisions. Leading cross-functional initiatives impacting customer interactions through live channels.
Responsibilities
- Owning projects end-to-end, from problem framing through final recommendations.
- Developing insights and actionable recommendations grounded in data and stakeholder input.
- Ensuring quality and accuracy of analyses, deliverables, and team outputs.
- Leading collaboration with Architecture, Finance, Product, and Operations to drive alignment and project success.
- Managing dependencies, risks, and impediments, escalating when needed.
- Partnering across levels of the organization to build alignment and guide project team members.
- Creating clear, executive-level communications that translate complex ideas into compelling recommendations.
Requirements
- BA degree or equivalent work experience; MBA is a plus
- 10+ years of experience in business analysis, finance, business architecture, or transformation roles.
- 7+ years of management consulting or equivalent experience (e.g., investment banking, corporate strategy), ideally with an MBA from a top-tier program.
- Proven ability to lead multi-month, complex strategic engagements end-to-end, guiding small teams and influencing senior stakeholders without direct authority.
- Senior-level communication skills, written and verbal, with the ability to deliver clear, executive-ready messages.
- Strategic influence with demonstrated ability to align diverse stakeholders and drive decisions.
- Experience developing business capability models and translating them into actionable investment implications and architectural recommendations.
- Strong background in top-down strategy development that connects high-level objectives to executable plans and measurable outcomes.
- Track record of taking a whole-business view, applying top-down thinking to complement bottoms-up analysis.
- Ability to synthesize business, technology, and financial perspectives to shape long-term investment decisions.
- Ability to bring structure to ambiguity, create clarity out of complexity, and lead teams through change.
- Demonstrated ownership mindset with a track record of delivering outcomes on high-stakes, cross-functional initiatives.
- Experience leading day-to-day work of project team members, including planning, feedback, and quality control.
- Data-driven decision making, using quantitative and qualitative inputs to recommend the best path forward.
- Comfort operating in fast-paced, highly matrixed environments with shifting priorities.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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