Technology Delivery Leader, Workplace Investing Portfolio Management

Fidelity Investments Inc.; Durham (NC); On-site; USD 140,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Technology Delivery Leader for Workplace Investing Portfolio Management in Durham, NC. You will oversee portfolio delivery, governance, and executive reporting, turning data into actionable insights while driving automation and modern reporting capabilities.

You will partner with Technology and Executive Leadership to ensure timely delivery, financial transparency, and clear communication of risks, milestones, and strategic outcomes across the portfolio.

Qualifications

• 7+ years of experience in Technology Delivery, Portfolio Management, Program Management, PMO Leadership, or related roles.
• Experience delivering executive-level reporting, dashboards, and communications.
• Experience with Power BI, Copilot, or similar reporting and automation platforms.

Responsibilities

• Lead portfolio governance, reporting, and executive visibility for Workplace Investing technology initiatives.
• Develop and deliver executive dashboards with portfolio performance, financials, risks, and milestones.
• Drive automation and AI-enabled features to improve reporting efficiency and insightfulness.
• Collaborate with technology teams to integrate portfolio data from multiple sources.
• Transition from manual reporting to scalable dashboards and reporting solutions.
• Prepare and present QBRs, QTRs, and executive delivery reviews.

Skills

Portfolio Management

Executive Reporting

Data Analytics

Power BI

Stakeholder Management

Communication

Automation/AI

Education

Bachelor’s Degree

Tools

Power BI

Microsoft Copilot

Excel

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Technology Delivery Leader, Workplace Investing Portfolio Management

The Role

As the Technology Delivery Leader, Workplace Investing Portfolio Management, you will lead portfolio management, delivery reporting, governance, and executive visibility across the Workplace Investing technology portfolio. You are passionate about transforming portfolio data into meaningful insights that help leaders make informed decisions and effectively manage strategic priorities.

You bring a strong blend of portfolio leadership, technology delivery experience, and analytical capability, with the ability to connect data from multiple sources and deliver clear, actionable reporting to senior leaders. You are motivated by improving transparency, reducing manual processes, and building scalable reporting solutions that provide real-time visibility into portfolio performance, financial results, risks, dependencies, and strategic outcomes.

You will partner closely with Technology and Executive Leadership to ensure delivery progress, financial performance, risks, dependencies, and business outcomes are clearly communicated and well understood. This role will lead portfolio governance activities, executive reporting, Quarterly Business Reviews (QBRs), Quarterly Technology Reviews (QTRs), and strategic communications, while driving the adoption of dashboards, automation, and modern reporting capabilities, including AI-enabled tools where appropriate.

Technical Expertise

• Build and maintain portfolio reporting solutions utilizing TrackIT data, Portfolio Central, financial systems, and other enterprise or Workplace Investing data sources.
• Design and deliver executive dashboards that provide leadership with timely visibility into portfolio performance, delivery health, financial metrics, accomplishments, risks, and key milestones.
• Leverage automation, reporting tools, and analytics platforms to improve reporting efficiency, data quality, and decision-making.
• Partner with technology teams to identify, acquire, integrate, and govern portfolio data required to support strategic reporting and executive insights.
• Drive the transition from manual PowerPoint-based reporting to scalable dashboard and reporting solutions.
• Utilize analytics, automation, and AI-assisted capabilities to identify trends, risks, dependencies, and opportunities across the portfolio.

Planning and Execution

• Accountable for the orchestration, preparation, and execution of portfolio-level governance and reporting activities, including QBRs, QTRs, and executive delivery reviews.
• Lead the development and continuous improvement of a portfolio management framework that provides a single source of truth across Workplace Investing technology initiatives.
• Establish and enhance reporting processes that deliver timely, accurate, and actionable portfolio insights for executive stakeholders.
• Drive accountability, transparency, and effective execution across the Workplace Investing technology portfolio.
• Identify opportunities to improve portfolio processes through automation, analytics, streamlined workflows, and data-driven decision-making.
• Support large, cross-functional programs by coordinating delivery updates, identifying dependencies, escalating risks, and ensuring alignment on strategic priorities.

Communication and Collaboration

• Provide concise, executive-ready updates on portfolio status, accomplishments, risks, financial performance, and upcoming milestones.
• Develop strategic portfolio communications and narratives that translate complex delivery information into meaningful business insights.
• Create and maintain executive dashboards and reporting packages that support leadership decision-making.
• Partner with program and delivery leaders to ensure accurate and timely reporting of portfolio performance.
• Communicate portfolio priorities, delivery plans, roadmap adjustments, and strategic outcomes to leaders across the organization.
• Facilitate alignment across multiple workstreams and stakeholder groups to drive successful delivery outcomes.
• Support senior leadership by delivering forward-looking portfolio summaries, strategic recommendations, executive briefings, and reporting materials.

The Expertise and Skills You Bring

• Bachelor’s Degree / Undergraduate Degree.
• 7+ years of experience in Technology Delivery, Portfolio Management, Program Management, PMO Leadership, or related roles.
• Strong technical aptitude
• Experience managing large, complex portfolios and delivering executive-level reporting, dashboards, and communications.
• Experience with Power BI, Microsoft Copilot, or similar reporting, analytics, and automation platforms preferred.
• Demonstrated ability to integrate and analyze data from multiple systems to generate actionable business insights.
• Strong understanding of project management, portfolio management, and technology delivery practices.
• Experience facilitating portfolio governance activities, including Executive Reviews, QBRs, QTRs, or similar forums.
• Experience developing executive dashboards, scorecards, metrics, and reporting frameworks.
• Strong systems thinking with the ability to understand end-to-end portfolio performance and organizational impacts.
• Excellent communication, storytelling, and stakeholder management skills with the ability to influence leaders at all levels.
• Strong Microsoft PowerPoint and excel skills
• Strong executive presence with the ability to simplify complex information and drive decision-making.
• Highly analytical and data-driven, with experience leveraging automation and AI-enabled capabilities to improve efficiency and business outcomes.
• Problem solver who can build relationships, align stakeholders, and drive strategic initiatives from concept through execution.

The Team

Our Technology Delivery Leaders support large, complex initiatives and strategic portfolios across Workplace Investing. This role plays a critical part in enhancing portfolio visibility, governance, and executive decision-making through effective reporting, dashboards, automation, and strategic communications. The successful candidate will help advance a modern portfolio management capability that enables leaders to quickly understand program status, financial performance, accomplishments, risks, and future milestones through scalable reporting solutions, actionable insights, and executive-level communications.

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:

Information Technology

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.