Director – Enterprise Compliance Strategy & Planning Lead at Fidelity Investments

Jersey City, New Jersey, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, ComplianceIndustries

Requirements

BS/BA degree with at least 10 years of work experience
Demonstrated ability to drive people-oriented efforts, including developing messaging and communications for change management
Self-starter, naturally dynamic and collaborative, with the ability to work independently
Excellent verbal and written communication skills and the ability to interact professionally across diverse groups and various levels of leadership
Critically evaluate information gathered from multiple sources, reconcile conflicts, identify trends, and transform data into coherent executive-level messaging
Think strategically, deal with ambiguity, can switch gears quickly and respond to shifts in priorities, and perform well in fast paced environments
Ability to work on a wide variety of subject matters across organizational boundaries and build effective working relationships
Proven thoughtful leadership, problem solving abilities, prioritization skills, and attention to detail; able to distinguish and elevate strategic and critical work
Proven teammate with good interpersonal skills and the ability to work collaboratively across functions while managing multiple priorities
Proficiency with Microsoft Office Suite, particularly PowerPoint, Word, and Excel

Responsibilities

Lead/support strategic compliance projects and initiatives
Communicate Compliance strategy and drive understanding of key priorities across the organization
Support and coordinate executive level/governance meetings, senior leadership team offsites, presentations, reports, and communications
Facilitate multi-year planning and scorecard routines
Oversee operational activities including budgeting, resource/headcount planning, developing/maintaining a calendar of communication routines and key organizational events
Lead the strategy and multi-year planning (MYP) process for Compliance in partnership with the Senior Leadership Team and business partners
Assist in the development of strategic planning analyses and deliverables for presentation to executive leaders
Understand the overall Compliance strategy to support the operation and management discipline of the Compliance organization through ongoing management routines
Develop, communicate, and influence the adoption of Strategy & Planning standards and the tools and platforms used to manage the associated work
Collaborate with the Compliance leadership team to refine and align business strategies and major initiatives
Assume ownership for and understand the prioritization of tasks and milestones on initiatives, programs, and projects to ensure deadlines are not missed

Skills

Strategic Planning

Compliance Strategy

Executive Communication

Governance

Budgeting

Resource Planning

Multi-Year Planning

Leadership Collaboration

Project Management

Business Management

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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