Director, Business Solutions--Intake and Planning

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Job description

Job Description:

The Role

As the Director, Business Solutions Intake & Planning, you will work as part of the Business Solutions team within the Marketing Domains Strategy and Operations organization.

This role will manage the Marketing Technology intake process, ensuring proper routing to the appropriate Business Solutions or Marketing Technology platform teams, and providing transparency into the pipeline of work. You will be responsible for the day-to-day management of a comprehensive intake process, this includes defining and optimizing intake procedures to capture, assess, and prioritize business requests across marketing domains and technology functions. You will ensure that requests align with business strategies and act as the central point for guiding these requests through triage, approval, routing, and delivery. Your leadership will be critical in translating marketing needs into actionable technology solutions, driving strategic alignment and collaboration across teams.

In this individual contributor role, you will host regular triage meetings to ensure work is appropriately prioritized, assigned, and tracked, providing visibility into progress and status to stakeholders. You will work closely with cross-functional teams to deliver effective outcomes, while maintaining a clear, efficient process that adapts to evolving business needs. Additionally, you will manage reporting on intake volume, work distribution, and key metrics that ensure strategic alignment with business goals. This will be a high paced matrixed work environment and working to drive clarity, status and have experience working in a matrixed high pace environment.

Your ability to effectively communicate at multiple levels and adapt to changing business priorities will be a big part of your success. This will require regular collaboration with internal business partners within the marketing and technology domains.

The Expertise and Skills You Bring

• Bachelor s Degree, 8-10+ years in a marketing technology role.
• Demonstrated framework thinker
• Ability to influence teams to create clear and standardized documentation
• Self-directed with strong facilitation skills that empower cross-functional teams by planning and prioritizing work, providing clear direction, and maintaining clear communications with team members and partners.
• Anticipates, and works to eliminate or minimize, potential challenges and issues
• Adept at problem solving and have a keen interest in finding and sharing process efficiencies
• Excellent oral/written communication and presentation skills
• Experience leading people

The Team

As part of the Marketing Strategy and Operations team, Director, Business Solutions Intake & Planning plays a pivotal lead role on our high performing, fast-paced team!

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .

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