Vice President, Planning and Execution

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The Vice President, Planning & Execution within Service Delivery & Operations will serve as a strategic leader responsible for connecting functional strategy to operational execution across Fidelity Charitable Services & Operations teams. This leader will lead all aspects of planning, program execution and delivery of complex initiatives that drive operational & service excellence, improving client experience, and accelerating Fidelity Charitable transformation efforts.

• Own the planning process across Service Delivery & Operations to align functional objectives with Fidelity Charitable and broader enterprise priorities.
• Translate functional strategy into clear operational plans, performance metrics, and success measures.
• Lead all aspects of execution of functional initiatives that improve client and associate experiences, operational efficiency, minimize risk, and accelerate digital service capabilities.
• Drive accountability, risk management, and dependency coordination across teams to ensure timely, quality outcomes.
• Implement, partnering with Quality Control and Risk functions, governance frameworks that balance agility with compliance and process controls.
• Partner with stakeholders across the Services and Operations function, Fidelity Charitable, and enterprise functions to ensure transparency, clarity, and alignment on fraud prevention efforts.
• Provide streamlined executive presentations and synthesized performance reporting to support strategic decision-making.
• Integrate operational readiness, compliance, and control considerations into initiative planning and delivery partnering with Portfolio Delivery.
• Anticipate and mitigate risks while maintaining business continuity and client satisfaction.
• Champion process optimization and continuous improvement initiatives to drive scalability and digital & operational maturity.
• Lead cross‑functional associate communication and engagement strategies to ensure alignment, adoption, and momentum through sophisticated change.

• Bachelor’s degree required; MBA or an advanced degree with equivalent experience preferred.
• 12+ years of progressive leadership experience in strategy, program management, or operations within large, complex organizations, preferably in financial services.
• Proven success in leading transformation efforts and operational initiatives from strategy to execution.
• Deep understanding of operational governance, risk, and planning frameworks within changing environments.
• Exceptional executive verbal and written communication, relationship‑building, and influencing skills.
• Strong analytical and problem‑solving capabilities with a focus on business value and measurable results.

Fidelity is not providing immigration sponsorship for this position.

Fidelity Charitable is a public charity that sponsors the largest national donor‑advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor‑advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Fidelity Investments provides all the charitable organization’s employees and supports all its functions:
Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

• Executive

• Full‑time

• Business Development and Sales