Director of Strategic Planning & Execution

Fidelity Investments Inc.; Westlake (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Fidelity Charitable seeks a Director of Planning and Execution Enablement to lead strategic planning, prioritization, and execution across the Service Delivery and Operations organization. You will align leaders, manage multiple initiatives, and develop executive-level roadmaps and presentations to improve client satisfaction and drive efficiency.

Based in Westlake, TX, this role requires an MBA and 8–10 years in strategy, planning, or program management, with strong data storytelling,

Qualifications

• MBA or equivalent preferred.
• 8–10 years in strategy, planning or ops.
• Experience leading multiple projects concurrently.
• Proven ability to influence decisions with data and executive-level presentations.
• Ability to manage competing priorities and budgets.
• Strong data storytelling and communication skills.

Responsibilities

• Lead planning and execution initiatives across FC.
• Develop executive-level roadmaps and presentations.
• Coordinate with Portfolio Delivery and leaders to ensure transparency.
• Perform cost-benefit and risk analyses for initiatives.
• Monitor KPIs and drive improvements across teams.
• Support digital transformation and operational capability enhancements.

Skills

Strategic planning

Project management

Analytics

Data visualization

Stakeholder management

Communication skills

Budgeting

Leadership

Education

MBA preferred

College degree

Tools

Tableau

Power BI

Microsoft Office

Job description

Fidelity Charitable seeks a Director of Planning and Execution Enablement to lead strategic planning, prioritization, and execution across the Service Delivery and Operations organization. You will align leaders, manage multiple initiatives, and develop executive-level roadmaps and presentations to improve client satisfaction and drive efficiency.

Based in Westlake, TX, this role requires an MBA and 8–10 years in strategy, planning, or program management, with strong data storytelling,