Director of Planning & Execution Enablement

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Fidelity Charitable is seeking a Director of Planning and Execution Enablement to steer strategy in a customer-segmented environment. The role focuses on planning and driving initiatives, prioritizing resources, and aligning across Fidelity Charitable to improve client satisfaction and operational efficiency.

The position requires an MBA (preferred) and 8-10 years in strategy/planning, with strong skills in data visualization (Tableau/PowerBI) and executive-level communication.

Qualifications

• MBA preferred.
• 8-10 years of experience in business strategy and planning, service and/or brokerage operations, technology or program management.
• 5+ years of demonstrated success leading multiple projects simultaneously, while planning activities of varying complexity.
• Proven experience in project management, collaborating with partners, and focusing on business outcomes to improve donor/client experience.
• Analytical mindset, proficient with presentation tools, Microsoft Office suite and Tableau or PowerBI, ability to tell a story with data for leadership.

Responsibilities

• Partner with leaders to develop strategic business initiatives and tracking/reporting mechanisms.
• Lead and direct process improvement initiatives to meet long-term objectives.
• Develop communications and presentations to drive key messages.

Skills

Strategy development

Project management

Data visualization

Leadership

Education

MBA

Tools

Tableau

PowerBI

Job description

Fidelity Charitable is seeking a Director of Planning and Execution Enablement to steer strategy in a customer-segmented environment. The role focuses on planning and driving initiatives, prioritizing resources, and aligning across Fidelity Charitable to improve client satisfaction and operational efficiency.

The position requires an MBA (preferred) and 8-10 years in strategy/planning, with strong skills in data visualization (Tableau/PowerBI) and executive-level communication.