Leader engaging partners across Brokerage, Wealth, and Fidelity Institutional for customer experience. Utilizing strategic roadmaps and partnerships to enhance customer engagement and business value.
Responsibilities
Working with the leadership team to establish business direction and develop strategies
Develop and manage domain-wide mechanisms that build strategic alignment and multi year planning
Develop/manage forward-looking comprehensive plan - anticipate needs/priorities, seek/incorporate input from leaders, identify/resolve issues, manage interdependencies, maintain/prioritize backlog, provide transparency – and manage/supervise follow-up items from key executive meetings
Design, coordinate and support executive management routines/meetings (quarterly planning, MYP planning, operating reviews, strategic alignment meetings, all associate meetings)
Support the oversight and program management of ad hoc initiatives where necessary (e.g., investment portfolio management/transparency, cross-BU initiatives, executive scorecards/important metrics & KPIs)
Continuously scan marketplace and competitive landscape to identify and launch the next generation of business initiatives to meet client needs
Lead select strategic initiatives as needed
Requirements
Bachelor’s degree required
12+ years of general management and strategy experience in financial services
Demonstrated competencies to negotiate and influence at all levels within an organization
Strong both written and verbal communications and ability to translate business context, challenges and strategy into executive level presentation
Successful track record partnering across multiple business units to create alignment and drive execution prioritization
Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo
Strong interpersonal and organization skills including the ability to lead by influence and build relationships at all organization levels
Strong executive presence, with significant executive briefing skills
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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