Director, Brokerage Strategy

Job Description:

Director, Strategy, Fidelity Brokerage

The Role

The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts in support of development and ongoing management of an integrated growth strategy for Fidelity Brokerage as well as projects focused on the business s strategic priorities. This role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance as well as leaders across business units.

The Expertise and Skills You Have

• Lead or contribute to project work to developed integrated growth strategy for Fidelity Brokerage across businesses and respective products, offerings, and initiatives.

• Identify and size strategies and greenfield opportunities to meet growth goals; gathering stakeholders within brokerage and across business units to develop hypotheses. Lead collaborative efforts to define and translate strategy into execution

• Bring outside-in thought leadership to inform strategy; with clear articulation of our positioning v. competitors and Fidelity s relative areas of strength and opportunity. Inform new growth and commercialization options as well as potential challenges within competitive and consumer trends and overall market context

• Define customer and business goals and metrics aligned with strategy, partnering with finance on scorecard and KPIs. Assess impacts of strategies, products, and initiatives to acquisition and deepening of brokerage customer relationships and business results

• Support development of a broader multi-year plan, partnering with finance, to bring priorities together, demonstrating how sum of parts will achieve our goals

• Develop and maintain foundational customer factbase, in partnership with Analytics, to inform strategy. Partner with Brokerage Product Strategy team to continue to elevate segment strategy to drive results and strengthen articulation of strategy

• Author compelling materials to effectively explain our strategy and present persuasively to drive the business to action

• Support broader planning and business management responsibilities of the Strategy and Planning team during critical times, as needed

• 5-8+ years of management consulting or corporate strategy experience

• MBA degree or equivalent preferred (or similar experience)

• Top-tier strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications

• High intellectual curiosity and analytical orientation, high aptitude for problem solving using both fact-based and hypothesis-driven approaches

• Experience leading and contributing to an organization s top strategic projects including defining actionable strategies to grow businesses; leveraging outside-in perspectives informed by understanding of financial services market and consumer trends

• Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drive tough decisions

• Executive communication skills and ability to craft compelling, executive level presentations

• Strong organizational navigator and teammate who finds common ground and can drive alignment among management, colleagues, and peers using both personal interactions and written communications

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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