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Manager, Strategy & Planning
Manager, Strategy & Planning-April 2024
Boston
Apr 20, 2025
About Manager, Strategy & Planning

  Job Description:

  Manager, Strategy and Planning

  The Role

  This role will help with Portfolio and Performance Management Efforts within FT Strategy and Planning. You will work closely with the Strategy and Planning teams across multiple BUs to help them prepare for business reviews. You will also closely work with the Jira/Jira Align teams and reporting teams to address any issues. This role requires a self-starter capable of driving multiple efforts simultaneously.

  The Expertise You Have

  5+ years of experience in strategy and planning roles in a financial service firmKnowledge of standard work management tools like Jira, Jira AlignKnowledge of Fidelity's planning processesUnderstanding of how Work should be structured in Jira AlignStrong understanding of and experience with Agile practices, processes, and artifactsCreating transparency and trust with customersAbility to successfully collaborate across functions and build trust with key partners.Knowledge of Financial services brokerage operations, services and technology systems preferredExcellent written and verbal communications skills and strong presentation capabilityBachelor degree required

  The Skills You Bring

  Strong and reliable analytical skills and ability to understand complex customer needs and translate them in stories with measurable acceptance criteriaProven excellent consultative, listening, communication and analytical skillsYou are skilled in relationship building and are adept in creating an environment of trust and psychological safetyYou are intellectually curious and model a culture of continuous learningProven interpersonal skills, including the ability to work across the organization and interact/influence/negotiate optimally at all levels of management and peers

  The Value You Deliver

  Working with Strategy and Planning teams to drive improvements and resolve impediments

  Company Overview

  At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.

  Fidelity Investments is an equal opportunity employer.

  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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

  At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

  We invite you to Find Your Fidelity at fidelitycareers.com.

  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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

  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.

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