Space Planner, Sr. Manager

Fidelity Investments; Roanoke (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity Investments seeks an experienced Occupancy Planner to shape how our global workplace portfolio supports business performance, onsite work strategy, and associate experiences. This role blends workplace strategy, space planning, and data-driven decision making, translating workforce insights into clear plans.

You will collaborate with Real Estate Strategy, Associate Experience, Facilities and Operations, Workforce Planning, and Design teams to align space supply with evolving needs,

Qualifications

• Bachelor’s degree in Architecture/Design or related field.
• 3–5+ years experience in corporate or consulting environment.
• Ability to translate data into space scenarios and actionable plans.
• Experience with space utilization data to evolve standards and typologies.
• Strong judgment on privacy, security and confidentiality.
• Advanced storytelling to influence executives with data-backed narratives.

Responsibilities

• Translate workforce trends and space insights into practical plans.
• Coordinate occupancy planning across a multi-site portfolio.
• Develop space scenarios, stack plans, phasing strategies, and migration plans.
• Collaborate with Real Estate Strategy, Associate Experience, Facilities & Operations, Workforce Planning and Design teams.
• Influence leaders with data-backed narratives to guide decisions.
• Lead space activation, move planning, and phasing coordination.

Skills

Data storytelling

Space planning

Executive influence

Excel modeling

CAFM/IWMS

Tririga

AutoCAD

Revit

Change management

Stakeholder mgmt

Privacy & security

Migration planning

Travel readiness

Education

Bachelor’s degree in Architecture/Design

3–5+ years corporate experience

Tools

CAFM/IWMS

Tririga

Tango

Archibus

VergeSense

Density

AutoCAD

Revit

Bluebeam

Job description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We are seeking an experienced Occupancy Planner to shape how our global workplace portfolio supports business performance, onsite work strategy, and outstanding associate experiences. This role sits at the intersection of workplace strategy, strategic space planning, and data‑driven decision making, with responsibility for translating workforce and space insights into clear, actionable plans. You will coordinate occupancy planning efforts across a complex, multi‑site global portfolio—developing space scenarios, stack plans, phasing strategies, and utilization insights that guide short‑and‑long‑term decisions. This is a highly collaborative role, partnering closely with Real Estate Strategy, Associate Experience, Facilities and Operations, Workforce Planning, and Design teams to align space supply with evolving business needs. Success in this role requires a balance of analytical and data orientation, workspace design and planning proficiency, and strong communication capabilities. You’ll influence leaders with well‑crafted narratives backed by data, helping the organization confidently adapt in a dynamic workplace environment. As an Occupancy Planner, you enable smarter, future‑ready workplace decisions by integrating space planning expertise, workplace strategy, and analytics. Your work ensures that space is optimized, flexible, and aligned with onsite work models, productivity goals, workspace design metrics, and associate well‑being. You serve as a strategic advisor to business leaders—translating workforce trends, operational requirements, and workplace design standards into practical plans that improve portfolio performance. From developing stack and migration plans to guiding partners through workplace change, your insights help build an adaptable and resilient workplace strategy.

The Expertise And Skills You Bring

• A proven track record to translate complex data into clear insights, space scenarios, and actionable recommendations
• Experience in corporate occupancy planning and workplace strategy, including scenario modeling, long‑term forecasting, blocking and stacking, phasing, and migration planning, within large, multi‑site, and matrixed organizations
• Bachelor’s degree in Architecture, Design, or a related field, with 3–5 plus years of experience in a corporate or consulting environment
• Experience using space and utilization data to evolve workplace standards, planning guidelines, typologies, and personas
• Excellent judgment in addressing space‑related considerations such as privacy, security, and confidentiality
• Advanced storytelling and presentation skills, with the ability to influence executive audiences using data‑backed narratives
• Expert Excel skills, including automated reporting, pivot tables, and data modeling using CAFM/IWMS system outputs
• Proficiency with CAFM/IWMS platforms (e.g. Tririga,Tango, Archibus) and familiarity with utilization technologies (e.g., VergeSense, Density)
• Advanced capabilities in CAD and architectural tools (AutoCAD, Revit, Bluebeam), with strong drawing interpretation skills
• Solid understanding of change management methodologies (e.g., Prosci, ADKAR)
• A collaborative outlook capable of leading space activation, move planning, and phasing coordination efforts
• Strong internal business focus, initiative, and follow‑through in a fast‑paced environment
• Excellent time management and prioritization skills, with comfort navigating shifting priorities
• Ability to travel to Fidelity sites as needed (less than 25%)

The Team

Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units within the US and internationally. Our philosophy is customer‑centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers.

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.