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 Fidelitycareers.com

Fidelity Investments is an equal opportunity employer.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Director Of Programmatic Strategy

Havas Edge

Posted 6 days ago

VIEW JOBS 2/13/2020 12:00:00 AM 2020-05-13T00:00 Agency : Havas Edge San Diego Job Description Summary : The Programmatic Strategy Director will lead the programmatic offering at Havas Edge and will be responsible for delivering Edge's programmatic strategy, building relationships with clients and ensuring a world class media product. H/she will be responsible for establishing strong relationships with clients and partners which includes being the primary point of contact for day-to-day management of client business. The ideal candidate will have experience in client negotiation and management experience with the ability to write clearly and to make lively, imaginative but substantive presentations to current and prospective clients. Job Description : WHAT YOU'LL DO Essential Functions * Act as a first point of escalation for Programmatic related issues around and not limited to campaign performance; ensure issues are dealt with tact and in a timely manner * Develop, maintain, and grow strong relationships with clients and vendor partners * Develop, evolve and refine the client service process Engagement Strategy * Deliver programmatic strategy as part of yearly, half yearly and quarterly planning process as part of the agency's integrated planning teams * Work alongside media planning and programmatic team(s) to ensure relevant strategies are implemented and ensure campaigns are meeting/exceeding client goals and requirements * Work seamlessly with the wider teams, including Digital Media, TV (short-form and long-form) and Analytics * Combine media market & technical knowledge, data analysis and client feedback to help sell, develop, configure, operate and optimize complex campaigns to meet client objectives * Define spending strategies, success metrics and portfolio management with his/her respective team * Develop longer term solutions for clients including custom data management solutions, data solutions and work with clients and agencies to expand scope of services within client base to capture all possible opportunities arising from the audience platform approach Planning & Activation * Deliver programmatic pricing in support of day to day planning and new business activity * Deliver programmatic plans which feed into integrated channel planning * Ensure all tactical media plan requirements are correctly communicated to all relevant teams and entered in the relevant platforms * Ensure all best practices as defined by the agency are followed when it comes to pixel implementation * Ensure that invoicing, briefing and SLA process is understood and adhered to by all applicable teams Leadership & Team Development * Bring to the team an in-depth knowledge of the digital media industry and media market dynamics and managerial client service experience * Proven expert in various tools and best practices for multiple Demand Side Platforms, offering insights on how to improve campaign effectiveness through deep use of each platform's functionality * Effectively manage, mentor and develop the Programmatic Trading Team; goal setting, collaboration, training, feedback reviews and other career development opportunities * Be a programmatic evangelist for internal & external stakeholders * Actively participate in new business and internal agency dealings * Provide proactive contribution to client's business growth by identifying new business opportunities Performance Management & Reporting * Ensure successful delivery of work to track, measure, and analyze all campaign activities and drive resolution of delivery and performance issues * Enhance reporting processes to focus on actionable insights that drive growth WHO YOU ARE * Bachelor's Degree in Marketing, Advertising, Business, Economics or related field of study * Minimum 6-7 years' experience in digital media account management with a leading online advertising agency, network, advertising exchange or optimization firm, preferably in a client service focused role * Minimum 4 years' experience managing/planning programmatic media * Experienced with cross platform planning and activation including OTT/CTV required * Experience in growing, managing and inspiring internal teams; strong leadership and organizational skills * Familiarity with the broader ad tech landscape including DSPs (theTradeDesk, MediaMath, etc.), social media platforms, data management platforms, ad serving, and attribution technologies * Working knowledge of activation and campaign management * Knowledge of offline and online space; understands the relationships between brand, media, and consumer * Strong written and verbal communication skills with ability to communicate complex ideas clearly and concisely to audiences with varying levels of digital understanding; ideally comfortable in a consultative, client-facing environment * Ability to craft and deliver a cohesive and compelling story through PowerPoint decks * Ability to investigate, analyze & solve problems, and clearly communicate results * Fundamental knowledge of Microsoft Excel (including operations such as v-lookup, functions, pivot tables, etc.) * Experience with MS Access, VBA/Excel Macros, SQL, SAS or other data manipulation tools a strong plus * Excellent quantitative analytical skills with knowledge of testing methodologies * Ability to work independently and in a team environment while handling multiple tasks with shifting priorities * Strong project management skills; detail-oriented and able to coordinate multiple projects WHO WE ARE? Build the Business. Build the Brand. At Havas Edge we influence people to act by combining multi-channel marketing and commerce plus the creative and technology that powers them. Our work results in profitable growth and lasting relationships between customers and our client's brands. Havas Edge is an award-winning international performance marketing agency with a proven track record of helping clients succeed. We're an integrated agency that embraces every media channel, a creative powerhouse that loves data and analytics, and a passionate partner committed to giving clients more for less. With expertise across all digital, broadcast and media domains, we help our clients build their businesses and brands - in that order. Havas Edge is also part of the Edge Performance Network, a full-service, global performance marketing network. The Edge Performance Network offers clients expertise in all aspects of performance marketing, from analytics to strategy, creative and production, media planning and buying across all channels, as well as the industry's best attribution and modeling capabilities. We are a full-service, direct response agency, headquartered in Carlsbad, CA with offices and affiliated offices in Boston, MA; London, UK; Los Angeles, CA; New York, NY; and Paris, FR. Skills : Contract Type : Permanent Here at Havas across the group we pride ourselves on being committed to offering equal opportunities to all potential employees and have zero tolerance for discrimination. We are an equal opportunity employer and welcome applicants irrespective of age, sex, race, ethnicity, disability and other factors that have no bearing on an individual's ability to perform their job. Due to high volume of applications, only eligible or matching candidates will be contacted by us. Havas Edge Boston MA

Director, Strategy Delivery

Fidelity