Director, Program and Strategy Manager, Stock Plan Services at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Equity CompensationIndustries

Requirements

5-7 years of related project management experience in financial services and/or strategy consulting
Bachelor’s degree required
Robust analytical thinking and a creative approach to tackling strategic business issues
Ability to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines
Proficiency in verbal/written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI
Willingness to learn and adapt quickly; to offer and accept feedback
Knowledge of Fidelity could be meaningful for navigating organization and achieving goals

Responsibilities

Delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals
Working in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities
Supporting leadership by developing and driving critical SPS projects and deliverables aligned with the organization’s long-term strategic vision

Skills

Key technologies and capabilities for this role

Project ManagementStrategyAnalytical ThinkingMicrosoft OfficeThinkCellTableauPowerBIFinancial Services

Questions & Answers

Common questions about this position

What work arrangement does this role require?

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.

What experience and skills are required for this position?

The role requires 5-7 years of related project management experience in financial services and/or strategy consulting, a Bachelor’s degree, robust analytical thinking, ability to manage sophisticated projects across teams, proficiency in verbal/written communication and tools like Microsoft Office suite, ThinkCell, Tableau or PowerBI, and willingness to learn and adapt quickly.

What is the salary or compensation for this role?

This information is not specified in the job description.

What does the Stock Plan Services team do?

Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.

What makes a strong candidate for this role?

Strong candidates will have 5-7 years of project management experience in financial services or strategy consulting, knowledge of Fidelity, and the ability to manage complex projects with strong analytical and communication skills.

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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