Director, Strategy Delivery

Fidelity Boston , MA 02298

Posted 11 months ago

Fidelity Brokerage Technology (FBT) Portfolio Services is actively seeking an insightful individual who is a developer of communications and presentation materials to craft professional messaging for FBT's business partners and senior management. You love working collaboratively in our dynamic environment across many connected constituencies.

This position will be filled in Boston, MA.

The Team

As the Director, Strategy Delivery, you will be responsible for the planning and development of materials used in executive meetings, conferences, employee events, etc., This role is part of a growing Portfolio Services team responsible for all management information and reporting across FBT.

The Expertise You Have

  • 8-10 plus years in communications, presentation creation and/or strategy visualization

  • Significant background in developing content, agendas, materials and logistics for internal and external audiences within a corporate environment

  • Proven track record in managing and leading internal and external engagement events from concept to implementation and assessment

  • Minimum of 1-2 years of experience working/presenting to a Senior Management Team

  • A strong background working with complex and technical messages

  • Knowledge and expertise with Fidelity Institutional and FBT would be a plus

  • Prior experience in portfolio financial management and/or technology strategy are a plus.

The Skills You Bring

  • Thought leadership and sound business judgement in recommending strategic options and strategy formation

  • Diverse background in managing multiple projects and working closely with leaders and subject matter experts

  • Effectively communicate in a clear and concise manner both written and verbal.

  • Ability to multitask on unrelated initiatives and be able to manage your schedule to meet deliverables while being flexible to take on new initiatives when needed.

  • You are able to work on your own or take the lead when working with others.

  • Ability to direct and govern work in a matrix organizational structure

  • Communicate effectively with all levels within the organization

The Value You Deliver

  • Partnering with teams to build effective strategic and initiative messaging that FBT is delivering value to our customers and organization

  • Successfully planning, coordination and execution of internal events, seminars, sponsorship opportunities, and speaking engagements

  • Ensuring client, business unit and leader needs are aligned with topical imperatives

  • Facilitating the delivery of content to a defined and targeted audience that is both relevant and compelling

  • Managing relationships with event speakers and subject matter experts

  • Expressing your knowledge and experience through insights and new ideas

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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Director, Strategy Delivery