Senior Manager, Strategy & Planning

Senior Manager, Strategy & Planning               

The Role

The Senior Manager, Strategy & Planning is a member of the Fidelity Institutional Wealth Management Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term strategic plan. The primary objective of this role will be to contribute to IWMS’s strategic planning efforts, overall business unit operating model, segment strategy and leadership of strategic cross-IWMS initiatives. Additionally, the Senior Manager will support analysis of industry trends, articulation of an overarching vision, identification of areas of business / investment focus, and development of a goals measurement framework. Your contributions will directly impact the efforts to grow, develop, and scale the business.

• A Bachelor's degree or equivalent years of experience; MBA preferred
• 3+ years of professional experience in consulting, corporate or product strategy, investment banking / venture capital / private equity, product management, and/or business development, preferably in financial services
• Proven ability to lead complex business cases, strategic initiatives, and/or analyses
• Proven ability to combine a strategic cross-business/client perspective with strong project management, analytical, and problem-solving skills
• Excellent written and verbal communications skills, including the ability to “tell the story” and communicate complex information to influence executive decision making
• Outstanding critical thinking, problem solving, decision-making, and analytical skills
• Demonstrated ability, flexibility, and resourcefulness to lead multiple high-priority, highly visible deliverables in an ambiguous, dynamic and deadline driven environment
• Excellent communication and interpersonal skills along with the ability to influence others and build relationships
• Effective meeting management skills and ability to bring discussions to closure with consensus, action items, and accountabilities
• Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
• Ideal candidate has experience with wealth and asset management fundamentals and/or working with financial intermediaries

Fidelity Institutional Wealth Management  Services

Fidelity Institutional Wealth Management Services (FIWMS) offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.
 

Fund and Brokerage Operations & Technology

Fund and Brokerage Operations & Technology (FBOT) provides operations and technology support for Fidelity’s funds and brokerage platform as well as sales, relationship management, and technology for the firm’s clearing and custody business.

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.

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.