Director, Strategic Business Initiatives

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Job description

Job Description:

Director, Asset Management Strategic Business Initiatives

The Role

Lead or participate in strategic programs critical to Asset Management and often central to our multi-year plan. These programs are typically supported by a cross-functional team of associates from AM and our partner organizations (e.g. Fidelity Fund & Investment Operations, Legal, Fidelity Consulting). As Director, you will assist in scoping the initial program and help lead the program to a successful outcome. Programs typically last anywhere from 3-24+ months. Recent examples of Strategic Business Initiatives work include Asset Management ETF strategy, liquid alternatives and custom SMA program, Active Equity Transition to QRI.

The Expertise and Skills You Bring

• Experience in the asset management, wealth and/or capital markets industry
• Demonstrated experience leading or participating in large and complex programs
• Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities
• Ability to synthesize complex analysis and research into strategic insights and practical recommendations
• Influence over middle to senior management, through both personal interactions as well as the creation and delivery of presentations
• Excellent engagement skills, including the ability to work across asset management as well as other Fidelity business units
• Ability to assess risk and operationalize findings turning research into actions
• Quantify challenges and requirements related to execution

Expertise and Skills You Bring

• 10+ years of project management and/or consulting skills
• Proficiency in MS Office tools
• Ability to handle complexity and achieve results despite constantly shifting priorities
• Ability to communicate business priorities to support the achievement of business goals
• Proven strategic planning and goal setting including the ability to identify priorities and propose resource(s) and budget(s) required to implement and maintain an initiative
• Ability to communicate business priorities and translate how marketing initiatives support the achievement of business goals and their commercial implications
• Proven strategic planning and goal setting including the ability to identify priorities and propose resource(s) and budget(s) required to implement and maintain an initiative
• Financial services industry experience preferred

The Team

Strategic Business Initiatives (SBI) is a team tasked with driving the most strategic and complex programs in Asset Management. The team is highly valued by, and visible to, the AM leadership team. The thought partnership and program leadership that this team provides helps to shape the future of Asset Management.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation.

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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