Director, Strategy and Planning

Fidelity Investments Inc.; Smithfield (RI); Hybrid; USD 90,000 - 140,000; Full time

Job summary

An established industry player is seeking a Director of Strategy and Planning to join their dynamic team. This pivotal role involves leading strategic initiatives, managing a small team, and utilizing data analytics to inform decision-making. The ideal candidate will have extensive experience in data analytics and team management, with strong communication skills to present complex concepts clearly. This position offers the opportunity to influence business strategies and drive accountability within a hybrid work environment that balances onsite and offsite collaboration. If you're a strategic thinker with a passion for data and leadership, this role is perfect for you.

Qualifications

• 8+ years of experience in data analytics, finance, or management consulting.
• Experience managing and coaching teams to drive performance.

Responsibilities

• Lead strategic planning and KPI development for the team.
• Utilize data analysis tools to support decision-making and insights.

Skills

Data Analytics

Team Management

PowerPoint

Excel

Tableau

PowerBI

Communication Skills

Creative Problem-Solving

Data Integrity

Organizational Skills

Tools

Tableau

PowerBI

ThinkCell

Job description

Job Description:

The Role

The Director, Strategy and Planning is a key member of the Abandoned Property and Legal Operations Team. The role involves collaborating with team leadership and business partners to develop strategies, track initiatives, and measure progress. Responsibilities include managing data accuracy, creating reports, and using data to inform decision-making through storytelling and visualizations. This position balances strategic planning with execution of critical tasks.

Strategy and Planning: Lead the strategic planning process, establish team priorities, facilitate KPI development, and ensure organizational alignment. Manage business reviews, capacity planning, budgeting, and meetings to drive accountability and transparency across teams.

Data Analytics and Reporting: Utilize data analysis and visualization tools to synthesize trends, develop insights, and support decision-making. Create policies for data integrity and collaborate on analytics solutions, including potential data warehouse development.

People Management: Manage a small team, providing leadership, coaching, and development to associates.

Required Skills and Experience

• 8+ years in data analytics, finance, strategy, or management consulting
• Experience managing and coaching teams
• Proficiency with PowerPoint, Excel, Tableau, PowerBI, ThinkCell
• Strong communication skills and ability to present complex concepts clearly
• Professional maturity and ability to work independently and collaboratively
• Understanding of data concepts, tools, and technologies
• Ability to analyze and synthesize complex data effectively
• Excellent organizational and prioritization skills
• Ownership, accountability, initiative, and quick learning
• Creative problem-solving skills
• Ability to build trust with stakeholders
• Series 7, 24, or 99 certifications are a plus

The Team

The Director reports to the Vice President of Abandoned Property and Legal Operations. The teams focus on compliance, managing abandoned property, legal inquiries, and customer engagement, impacting the customer experience.

Certifications & Category

Category: Business Strategy

Work Environment

Fidelity’s hybrid work model combines onsite and offsite work, typically onsite every other week, supporting our business and cultural needs.