Director of Strategy & Investment Decisioning at Fidelity, shaping strategic technology investment decisions. Leading cross-functional initiatives impacting customer interactions through live channels.
Responsibilities
Owning projects end-to-end, from problem framing through final recommendations.
Developing insights and actionable recommendations grounded in data and stakeholder input.
Ensuring quality and accuracy of analyses, deliverables, and team outputs.
Leading collaboration with Architecture, Finance, Product, and Operations to drive alignment and project success.
Managing dependencies, risks, and impediments, escalating when needed.
Partnering across levels of the organization to build alignment and guide project team members.
Creating clear, executive-level communications that translate complex ideas into compelling recommendations.
Requirements
BA degree or equivalent work experience; MBA is a plus
10+ years of experience in business analysis, finance, business architecture, or transformation roles.
7+ years of management consulting or equivalent experience (e.g., investment banking, corporate strategy), ideally with an MBA from a top-tier program.
Proven ability to lead multi-month, complex strategic engagements end-to-end, guiding small teams and influencing senior stakeholders without direct authority.
Senior-level communication skills, written and verbal, with the ability to deliver clear, executive-ready messages.
Strategic influence with demonstrated ability to align diverse stakeholders and drive decisions.
Experience developing business capability models and translating them into actionable investment implications and architectural recommendations.
Strong background in top-down strategy development that connects high-level objectives to executable plans and measurable outcomes.
Track record of taking a whole-business view, applying top-down thinking to complement bottoms-up analysis.
Ability to synthesize business, technology, and financial perspectives to shape long-term investment decisions.
Ability to bring structure to ambiguity, create clarity out of complexity, and lead teams through change.
Demonstrated ownership mindset with a track record of delivering outcomes on high-stakes, cross-functional initiatives.
Experience leading day-to-day work of project team members, including planning, feedback, and quality control.
Data-driven decision making, using quantitative and qualitative inputs to recommend the best path forward.
Comfort operating in fast-paced, highly matrixed environments with shifting priorities.
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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