Vice President, Fi Strategy & Planning

Job Description:
The Role
The Vice President, Fidelity Institutional (FI) Strategy & Planningwill lead and manage several activities in support of Fidelity's FI business unit. As a leader, this individual will be a multi-faceted contributor to the organization, developing FI's strategic plan, ensuring alignment among internal and external partners, facilitating the execution of key initiatives to drive the business forward, and ensuring clear and consistent messaging of our strategy and accomplishments.
The Expertise and Skills You Bring

• 10+ years management consulting, strategic planning, or management experience
• Premier strategy consulting toolkit: Outstanding critical thinking, structured problem solving, sophisticated analysis and business insights, and polished communications
• Experience leading teams to drive an organization's top strategic projects
• Executive presence to work with senior leaders across an organization
• Deep curiosity about the Financial Intermediary and Institutional markets
• Ability to lead multiple workstreams and maintain an agile mentality
• Excellent written and verbal communication skills
• Advanced skills in Microsoft PowerPoint and Excel
• Strong academic credentials: MBA, CFA or other relevant advanced degree preferred

The Team
Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the Fidelity Institutional Finance organization, the Strategy & Planning team is responsible for defining, communicating, and completing FI's business unit strategy and priorities. FI Strategy & Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.
The Value You Deliver
The Vice President, FI Strategy & Planning will report to the Head of Strategy & Planning for FI; specific responsibilities to include:
Leading Strategic Projects (~50%)

• Lead project work on behalf of FI's Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business
• Act as the primary point of contact on projects, managing a range of senior sponsors and stakeholders involved in each effort
• Lead all aspects of the day-to-day work of several more junior team members, guiding them to meet and exceed project goals

Facilitating Multi-Year Planning (~30%)

• Drive FI's Multi-Year Planning process and ensure alignment with Enterprise-wide planning processes and priorities
• Participate in FI's objective-setting and scorecard processes, ensuring the linkage of FI's business strategy to objectives & KPIs at all levels of the organization
• Support executive-level presentations and reviews of FI's business strategy and results, including Quarterly Business Reviews (QBRs), All Hands Meetings, and Fidelity Board meetings

Team Leadership (~20%)

• Act as administrative manager to a team of up to four junior analysts (Manager to Director)
• Provide coaching and mentorship to the team to increase efficiency over time
• Demonstrate agile mindset and contribute to overall group culture and environment

Certifications:
Category:
Business Strategy