Strategic Operations Lead

Fidelity Investments; Roanoke (TX); Hybrid; USD 120,000 - 150,000; Full time

Job summary

A financial services firm is seeking a Strategic Operations Lead in Texas to drive strategic planning and enhance technology delivery. Ideal candidates have over 10 years of experience in technology management and possess strong communication skills. Responsibilities include optimizing organizational processes and facilitating executive decision-making. This position offers a hybrid work model, requiring on-site presence every other week.

Qualifications

• 10+ years of experience in technology delivery, project management, and portfolio planning.
• Strong ability to convey complex data simply and meaningfully.
• Experience adopting policies that align with organizational goals.

Responsibilities

• Facilitate strategic organizational management and decision-making.
• Collaborate with cross-functional teams and stakeholders.
• Drive alignment of strategy and optimize routines and processes.

Skills

Technology delivery experience

Portfolio management

Project management

Communication skills

Executive presence

Data storytelling

Attention to detail

Strategic planning

Problem solving

Collaboration

Education

Bachelor’s degree in relevant field

MBA

Tools

Jira

Jira Align

ServiceNOW

Microsoft PowerPoint

Microsoft Excel

Job description

Job Description

Join to apply for the Strategic Operations Lead role at Fidelity Investments

The Role

As a member of the Fidelity Wealth Technology, Planning, Operations, and Enablement team, you’ll be a part of a highly collaborative, engaged, and diverse team of technology enablement leaders. You’ll be a trusted partner to senior technology leadership, enabling seamless executive routines and consistent processes that support strategic planning, workforce, and delivery management. In combination, these routines and processes provide senior leadership with powerful opportunities to drive alignment of strategy, work, and people, forecast delivery associate capacity and financial planning, and foster a culture of engagement. In partnership with cross-functional leaders and teams, you’ll ensure these opportunities are achieved with consistency, standardization, and efficiency. Additionally, you’ll gain deeper business acumen and IT product knowledge within the organizations you support, enabling you to consult, collaborate, and advocate on behalf of the organization across Wealth Technology and beyond.

The Expertise and Skills You Bring

• Bachelor’s degree in business, computer science, computer or system engineering, or related field; MBA a plus
• 10 years+ experience in technology delivery, portfolio management & planning and/or project management experience
• Strategy, planning, and governance within a technology organization, with skills in using data to tell a strong cohesive story
• Designing and implementing business strategies, plans and procedures to support the leader
• Strong executive presence and communication skills with expertise conveying complex information and data simply and meaningfully
• Attention to detail and outstanding organization and coordination skills to lead, coordinate, and facilitate ongoing executive routines and materials that enable strategic organizational management and decision making
• Adopting and implementing policies that promote organization goals and vision
• Managing relationships with partners/vendors
• Multi-year planning and budgeting knowledge and proficiency such as Quarterly Business Review (QBR) and Quarterly Technology Review (QTR) preferred
• Experience working with teams to develop objectives and connect initiatives / planned work
• Deep understanding of various technology execution frameworks and methodologies, as well as technology delivery tools like Jira, Jira Align, ServiceNOW
• Demonstrated strength and experience driving technology projects and deep working knowledge of DevOps practices, and SDLC (software development lifecycle)
• Organizational proficiency and a proactive, creative, and collaborative approach to enable the solutioning of strategic business issues with various levels of leadership and associates across many disciplines
• Ability to facilitate discussions at all levels of the organization, including executive leadership
• Critical thinker and problem-solver with the ability to design, implement, and optimize routines, processes, and materials for greater efficiency and effectiveness, in a fast paced, multifaceted environment
• Continuously strengthening Fidelity’s values and team-oriented culture through collaboration and knowledge sharing
• Comfort navigating ambiguity to deliver clarity and mobilize solutioning
• Strong instinct for collaboration, an active listener, and strong communicator
• Advanced skills in Microsoft PowerPoint and Excel

The Team

Fidelity Wealth Technology Planning, Operations, and Enablement Delivery partners with leaders & teams to inspect, adapt & mature high-impact delivery solutions, cultivate an empowered delivery culture with insights, coaching & enablement, and champion continuous improvements that guide us toward business agility. We are focused on building a highly integrated organization, aimed at maximizing value delivery for Fidelity Wealth.

Note

Fidelity will not provide immigration sponsorship for this position.

Certifications

Category: Business Analysis, Information Technology

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.