Director - Planning & Execution

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 will not provide immigration sponsorship for this position.

Job Description

Director of Planning and Execution

The Role

Fidelity Charitable is looking for a Director of Planning and Execution Enablement to join the Service Delivery and Operations organization. Associate will be responsible for the planning and execution of our strategy in a customer segmented environment. You must strategically manage competing priorities, processes, and customer needs to ensure that the highest value will be obtained.

The primary goal of this role is to plan and drive numerous initiatives and leadership planning routines to help enhance client satisfaction and retention, support the digital transformation of the business and collaborate across Fidelity Charitable (FC) while driving quality, scale and efficiency for a highly engaged workforce. You will play a critical role supporting the leaders of the function develop and implement the Service Delivery and Operations strategy as well as track and inform the prioritization of various initiatives. Additionally, you will partner with various leaders to support core operations planning and working with the Portfolio Delivery function to ensure transparency to the Service and Operations roadmaps, develop executive-level presentations, and coordinate highly transparent workstreams.

• Partner with leaders to develop strategic business initiatives and mechanisms for tracking and reporting progress
• Additionally, you will provide leadership and direction to help plan, prioritize and run a variety of process improvement initiatives to ensure our long-term strategic objectives are met.
• Develop communications and presentations drive key messages
• Performing resource planning, budgeting and other visualization based activities. Performing cost, benefit and risk analyses on current and proposed initiatives to ensure appropriate balance of quality customer service with efficient execution of work.
• Ability to manage multiple initiatives simultaneously
• Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against key business metrics and manage workflow and productivity.
• Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance
• Keep abreast of internal and external operational developments and best-in-class capabilities.

The Skills You Bring

The Value You Deliver

• College degree, MBA preferred
• 8-10 years of experience in business strategy and planning, service and/or brokerage operations, technology or program management
• 5 plus 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

How Your Work Impacts The Organization

The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Category: Program/Project Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.