Director, Strategic Initiatives

Job Title

Director, Strategic Initiatives

Note: Fidelity is not providing immigration sponsorship for this position

The Role

Looking for your next opportunity to innovate and drive growth? National Charitable Services (NCS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for NCS.

This individual will play a key role in the development of business portfolio strategy across NCS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on NCS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace.

The Expertise & Skills You Bring

• BA/BS required; MBA or equivalent preferred; 5-8 years of total work experience

• Experience in management consulting or strategy development required

• Strong strategy consulting toolkit including critical thinking skills, structured problem solving, and actionable synthesis to turn data into insights

• Ability to deliver practical recommendations based on strategic and operational analysis and primary/secondary research  

• Strategic leadership and strong collaboration skills to influence teams across functional areas to achieve business goals

• Ability to manage and execute complex programs while demonstrating relationship management skills across functions including product, technology, and service

• Ability to develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results

• Confidence, professional maturity, and business experience to work independently and collaborate effectively across all levels of the organization

• Ability to communicate effectively and influence cross-functional teams and business executives through the creation and delivery of presentations

The Team

The Fidelity Charitable Gift Fund ('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, through National Charitable Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.