VP, Business Strategy at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Advanced degree (MBA or Bachelor’s degree with 12+ years of consulting or strategy experience), and professional accreditation preferred
Expertise in strategy, development, portfolio planning, consulting, business enablement, and engagement
Outstanding communication, story-telling ability, conceptual thinking, and problem-solving capabilities
Strong leadership skills with proven ability to motivate and achieve results through others, including direct and indirect reports and business partners
Proven ability to translate strategy into action that drives clear and measurable outcomes
Proven ability to provide structure, coordination, and Chief of Staff support to ensure FFIO Senior Team engagement on relevant topics internal and external to FFIO and Fidelity Brokerage Operations & Technology (FBOT)
Ability to create, facilitate, and lead preparation of Executive, Board, and Operating Committee analyses and presentations
Ability to provide consulting and limited execution support on strategic programs that span multiple functions across FFIO
Ability to provide oversight leadership and expertise to allow FFIO to effectively and efficiently understand and manage risk, legal, and regulatory duties through broad program management
Familiarity with Fidelity’s strategic planning cycles and methodologies preferred

Responsibilities

Provide thought leadership on strategic and operating goals, stability, resilience, and identifying implications for business goals and objectives
Facilitate the consolidation and delivery of the overall strategy for the FFIO business, manifested in a multi-year plan and supporting materials
Articulate top priorities and the bodies of work that will align to those priorities, along with their respective statuses and impact
Develop and maintain leadership scorecards that align tightly to the strategy plan
In partnership with Finance, create budgets that can deliver success against strategic priorities while meeting financial constraints
Facilitate and support the FFIO’s leadership team’s discussion of strategic and financial priorities; coordinate the timely execution of strategy and planning deliverables across operational teams
Participate in and support the development of the FFIO strategy and transform the organization’s strategies, goals, and vision into execution and measurements
Partner with Technology and Finance to lead efforts to develop business cases, which will secure approval and funding of new & prospective cross FFIO initiatives
Build and deliver updates on the financial and strategic performance of the FFIO business within FBOT and across the rest of the firm
Partner with Technology and Finance on a variety of regular and ad-hoc financial and strategic processes to drive decision making, enable visibility, and ensure tighter alignment with enterprise goals
Team with FFIO and FBOT communications to support communications from the Head of Fidelity Fund and Investment Operations and the Head of Fund and Brokerage Operations & Technology
Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan

Skills

Strategy

Portfolio Planning

Consulting

Business Enablement

Leadership

Communication

Storytelling

Problem-Solving

Chief of Staff

Executive Presentations

Program Management

Risk Management

Regulatory Compliance

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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