Director of Strategy & Execution Enablement

Fidelity Investments Inc.; Westlake (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Fidelity Charitable is seeking a Director of Planning and Execution Enablement to lead the Service Delivery and Operations planning across a customer-segmented environment. You will drive initiatives, manage competing priorities, and develop executive-level presentations to inform prioritization and roadmaps while aligning with Fidelity Charitable’s strategy.

The role emphasizes collaboration with FC leaders to enhance client satisfaction, support digital transformation, and build scalable

Qualifications

• College degree, 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 working in project management, collaborating with partners, and focusing on business outcomes to improve the client experience for our donors, advisors and non-profit organizations.
• Analytical mindset, proficient with presentation tools, Microsoft Office suite and Tableau or PowerBI, ability to tell a story and influence organizational decisions using data in consultation with leadership
• Able to synthesize and simplify complex ideas and deliver executive-level presentations
• Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious
• Your strong influencing skills will be used to negotiate with peers and leaders, as well as across organizational boundaries
• Your ability to be a self-starter with a high degree of ownership and accountability for outcomes, and ability to own initiatives, learn quickly and think independently
• Strong sense of flexibility and adaptability to react constructively and positively to shifting priorities, unexpected events, and seasonal demands
• Strong organizational navigator who collaborates effectively to find optimal compromises and creative solutions to drive the business forward
• Develop and maintain strong and productive relationships with multiple key business partners upon which we rely on to complete our work.
• Continually challenge the way we do things and implement new/different ways to approach the work with increasing volumes and a static workforce

Responsibilities

• Partner with leaders to develop strategic business initiatives and mechanisms for tracking and reporting progress
• Plan, prioritize and run a variety of process improvement initiatives to meet long-term objectives
• Develop communications and presentations to drive key messages
• Perform resource planning, budgeting and other visualization-based activities; analyze cost, benefit and risk of initiatives
• Manage multiple initiatives simultaneously and evaluate work distribution
• Design and generate reports to measure progress against key business metrics
• Identify opportunities to improve operational capabilities and performance
• Keep abreast of internal and external operational developments and best-in-class capabilities

Skills

Strategic planning

Program management

Data analytics

Power BI

Presentation skills

Stakeholder management

Data storytelling

Education

MBA preferred

College degree

Tools

Microsoft Office

Tableau

Power BI

Job description

Fidelity Charitable is seeking a Director of Planning and Execution Enablement to lead the Service Delivery and Operations planning across a customer-segmented environment. You will drive initiatives, manage competing priorities, and develop executive-level presentations to inform prioritization and roadmaps while aligning with Fidelity Charitable’s strategy.

The role emphasizes collaboration with FC leaders to enhance client satisfaction, support digital transformation, and build scalable