Director - Strategic Portfolio Management

Job Description:

The Role

As part of the Finance function within the Brokerage Business Unit, the Director

• Strategic Portfolio Management will support the businesses efforts to manage the home office investment portfolio of the Brokerage Business Unit. Supporting this function requires strategic, analytical, problem-solving, and interpersonal skills to coordinate across the BU portfolio. This role will report into the Vice President

• Strategic Portfolio Management. You will execute the vision and near-term priorities for the function-including the build out and execution of portfolio management capability and several new routines with Senior Management. You will also partner closely with leadership across Finance, Strategy, HR, Agile Office, and the Brokerage SLT.

The Value You Deliver

Accountability

• Support strategic investment portfolio management and measurement team

• Execute vision and near-term priorities for team-including the build out and execution of portfolio management capability and several new routines with Senior Management

• Partner closely with leadership across Finance, Strategy, HR, Agile Office, and the Brokerage SLT

Primary Objectives

• Drive Enhancements to Portfolio Transparency and Accountability

• Institute better processes, systems, and routines to improve data accuracy, quality, and consistency

• Enable L1 and L2 effective portfolio review and assessments to drive better decision making

• Complete new routines (e.g., Key Initiative Reviews, Investment Benefit Realization, and SRP/BRP)

• Improve Resource Agility

• Support SLT to enable resourcing of highest priority investment areas

• Focus on on-ramps and off-ramps for major bodies of work

• Create process for resource review and re-allocation

• Increase Delivery Efficiency

• Measure portfolio health and efficiency

• Drive transparency on Domain efficiency (e.g., Epics completed on time, Sub-initiatives

• Recommend portfolio changes to improve efficiency

The Expertise and Skills You Bring

• Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 10+ years of related work experience.

• Superb attention to detail and organizational skills

• Outstanding management, analytical, communication, critical thinking, and problem-solving capabilities

• Strong leadership and communication skills

• Ability to engage with and influence effective decision-making with key partners

• Ability to represent large sophisticated problems and solutions at the right level for senior consumption and decision making

• Validated strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related concepts

• Able to navigate sophisticated organizations and build traction / momentum around ideas

• Good business judgment and ability to maintain confidentiality of all data

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 top 10 Best Place to Work in 2024. 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.

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, detailed in this document, 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 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.