Director, Strategy & Planning

Director, Strategy & Planning

Note:
Fidelity is not providing immigration sponsorship for this position

As Director, Strategy & Planning within Brokerage Technology & Product Delivery, you blend deep expertise in business management routines and practices, associate engagement, messaging, content creation and leadership insights. You have a passion for meeting people and teams where they are to ensure consistent engagement across all levels of the organization. In this role, you will partner with the Brokerage Technology & Product Delivery Leadership to plan and deliver strategies to drive awareness of Brokerage’s Technology & Product Delivery mission and strategic objectives.

You will collaborate across Fidelity Brokerage, with other Fidelity business units, and the Enterprise teams to ensure a comprehensive experience and clarity of purpose for associates and external partners.

• A bachelor’s degree or equivalent with 8+ years of experience, planning and leading executive messaging, activities and events that engage teams and deliver results.
• Ability to drive strategic technology & product delivery portfolio communications and executive messaging supporting the technology & product delivery strategy. This will include developing content for leadership forums and meetings, quarterly technology and business reviews and incorporating graphic design work to elevate key messaging and branding.
• Ability to design and implement Fidelity Brokerage Technology & Product Delivery Strategic Workforce Plan aligned with business objectives.
• Collaborate on providing portfolio status and health reporting on strategic efforts and major deliverables; review domain updates to drive transparency into planned and in-flight work across Brokerage Technology & Product Delivery, with explicit alignment to strategic objectives.
• Experience crafting and telling Brokerage Technology & Product Delivery stories using visual assets tailored to a broad range of audiences and to service multiple business needs.
• Experience using multiple mediums to create consistent messaging, including use of digital platforms like SharePoint, Viva Engage, Teams, etc.
• Ability to make confident decisions based on a wide set of inputs while adjusting as new information becomes available.
• You are a sound decision-maker and use data to drive decision-making and embed data gathering in the work you do to measure progress and inform future activities.
• You are a strategic problem solver able to meet day-to-day engagement needs while also creating long-term objectives and the plans to meet and measure those objectives.
• You are intellectually curious and actively seek other perspectives and opinions to better inform next steps.
• You are collaborative and relationship-oriented, with the ability to lead others, think creatively, and engage other teams as needed across Brokerage Technology & Product Delivery, Fidelity Brokerage and across Fidelity.
• You are a passionate storyteller able to create simple, effective, and consistent messaging and apply the best digital channel to deliver our Technology & Product Delivery messaging.
• You are enthusiastic and creative about planning events to engage associates.
• You create the necessary touchpoints to ensure activities align to associate and organization needs, while simultaneously working independently to achieve goals.
• You build awareness and appreciation for Brokerage Technology & Product Delivery journey.

Fidelity Brokerage, a division of Fidelity Investments, is dedicated to optimizing, modernizing, and personalizing the self-directed customer experience. The business is focused on providing an industry-leading offering to meet our retail customers’ evolving needs, including our trading capabilities, digital assets, digital user experience and client service teams. Brokerage Technology & Product Delivery is an integral partner in setting Fidelity Brokerage strategic direction and has shared accountability for achieving Fidelity Brokerage goals.

Within Brokerage Technology & Product Delivery, the Strategy, Planning and Delivery Enablement team designs, implements, and…