Director – Strategy and Planning
| Company | Fidelity Investments |
|---|---|
| Location | Boston, MA, USA, Westlake, TX, USA, Smithfield, RI, USA, Merrimack, NH, USA, New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- 8+ years of proven experience in data analytics, finance, strategy, and/or management consulting
- Experience directly managing and coaching associates
- Strong knowledge of financial, reporting, presentation, and data visualization tools, including PowerPoint, Excel, Tableau, PowerBI, and ThinkCell
- Outstanding written and verbal communication skills, including the ability to represent complex concepts in a clear way and to develop compelling and impactful presentations
- Solid understanding of data and database concepts, tools, and technologies
- Ability to break down sophisticated data in well-structured analyses and synthesize key points
- Unmatched organizational and prioritization skills, and meticulous in detail
- High degree of ownership and accountability for results, and ability to take initiative, learn quickly, and think independently
- Desire to seek creative solutions that challenge the conventional approach
- Ability to build trust and credibility with peers, senior leaders, and business partners
Responsibilities
- Lead the strategic planning process to establish team priorities and ensure organizational alignment
- Facilitate KPI development to measure the team’s progress toward goals
- Provide visibility into the team’s deliverables and outcomes, and drive accountability across the team
- Manage business reviews, capacity planning, budgeting exercises, and all-associates meetings
- Use data analysis and visualization tools to synthesize data and trends, develop actionable insights, build storylines, and craft presentations that inform key decisions and tackle business problems
- Create data management policies and implement best practices to ensure data integrity and to empower a data-driven culture
- Collaborate with partners across the business, analytics, and technology to deliver analytics solutions
- Manage a small team, providing leadership, coaching and development to your associates
Preferred Qualifications
- Series 7, 24, or 99 a plus