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Fidelity Investments

Director, CRBO Business Management & Strategy

Sorry, this job was removed at 06:31 p.m. (EST) on Monday, Jun 02, 2025
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In-Office
3 Locations
In-Office
3 Locations

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Job Description:

Job Description:The Director, Project Management & Strategic Initiatives will lead strategic and program management support for key AM & Compliance, Risk & Business Operations (CRBO) initiatives.Primary Responsibilities:This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, fun loving, creative, and collaborative team that loves to meet and support its business partners’ needs & solutions.Expertise we are looking for:
  • 7-10 years work experience in financial services organizations.
  • MBA or other advanced degree is preferred.
  • Excellent project management skills, top tier consulting experience is a plus.
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence.
  • Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).
  • Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.
  • Flexibility and the skill to both lead and contribute to teams are musts.
  • Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.
  • Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
  • Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.
  • Understanding of the asset management industry is a plus.
The ideal candidate:
  • Will have a high degree of executive presence and professionalism.
  • Will work on a wide array of cross-functional projects across multiple business units.
  • Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
  • Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner
  • The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.
  • The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.
  • Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery & satisfaction.
The Skills & Knowledge You Bring:
  • You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work
  • You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner
  • You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions
  • You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful
  • You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.
  • You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.
  • You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.
  • You are able to build relationships with peers and executives in a variety of capacities
  • You can balance strategic thinking with practical implementation and can help influence the outcome
The broader Business Management & Strategy team provides operational and strategic support across the Compliance, Risk & Business Operations (CRBO) functions, a part of the broader Asset Management (AM) organization in the areas of:Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the CRBO technology portfolio; and Strategic initiatives, project & program management support for key AM & CRBO initiatives.

Certifications:

Category:Program/Project Management

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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