About this opportunity
Fidelity Investments lists this Head of Law (Planning) opportunity in westlake, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity will not provide immigration sponsorship for this position.
Director of Planning and Execution
Fidelity Charitable is looking for a Director of Planning and Execution Enablement to join the Service Delivery and Operations organization. Associate will be responsible for the planning and execution of our strategy in a customer segmented environment. You must strategically manage competing priorities, processes, and customer needs to ensure that the highest value will be obtained.
The primary goal of this role is to plan and drive numerous initiatives and leadership planning routines to help enhance client satisfaction and retention, support the digital transformation of the business and collaborate across Fidelity Charitable (FC) while driving quality, scale and efficiency for a highly engaged workforce. You will play a critical role supporting the leaders of the function develop and implement the Service Delivery and Operations strategy as well as track and inform the prioritization of various initiatives. Additionally, you will partner with various leaders to support core operations planning and working with the Portfolio Delivery function to ensure transparency to the Service and Operations roadmaps, develop executive-level presentations, and coordinate highly transparent workstreams.
~ Partner with leaders to develop strategic business initiatives and mechanisms for tracking and reporting progress
Additionally, you will provide leadership and direction to help plan, prioritize and run a variety of process improvement initiatives to ensure our long-term strategic objectives are met.
Performing cost, benefit and risk analyses on current and proposed initiatives to ensure appropriate balance of quality customer service with efficient execution of work.
Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against key business metrics and manage workflow and productivity.
~ Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance
~ College degree, MBA preferred
~8-10 years of experience in business strategy and planning, service and/or brokerage operations, technology or program management
~5 plus years of demonstrated success leading multiple projects simultaneously, while planning activities of varying complexity
~ Proven experience working in project management, collaborating with partners, and focusing on business outcomes to improve the client experience for our donors, advisors and non-profit organizations.
~ Analytical mindset, proficient with presentation tools, Microsoft Office suite and Tableau or PowerBI, ability to tell a story and influence organizational decisions using data in consultation with leadership
~ Able to synthesize and simplify complex ideas and deliver executive-level presentations
~ Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious
~ Strong sense of flexibility and adaptability to react constructively and positively to shifting priorities, unexpected events, and seasonal demands
~ Strong organizational navigator who collaborates effectively to find optimal compromises and creative solutions to drive the business forward
~ Develop and maintain strong and productive relationships with multiple key business partners upon which we rely on to complete our work.
~ Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. 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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.