Director, Business Strategy

Job Description:

The Team

Fidelity Wealth’s Cash Solutions business acquires, engages and grows customers of the future with innovative offerings and experiences, including Cash Management Accounts, Lending, Credit / Debit Cards, Health Savings, 529 and Disability Savings. Our vision is to expand the role Fidelity can play for our customers in saving and spending, by offering innovative capabilities to serve the needs of new and existing customers.

This is an opportunity to join the Strategy & Business Operations team within the Cash Solutions domain. Our team is responsible for developing, evolving, and communicating our strategy, primarily relying on our capabilities in business analytics, market insights and competitive intelligence. In addition, we are responsible for strategic planning processes for the domain, from enterprise and Fidelity Wealth-level planning to internal domain routines.

The Role

You will collaborate with the rest of the team and product owners across Cash Solutions to lead or support strategic programs, by: defining problem statements, conducting research and analysis to identify opportunities and design solutions, and making and communicating recommendations.

Key responsibilities can include:

• Supporting strategic initiatives across the domain, including shorter term and opportunistic projects
• Partnering with our analytics team to turn data insights into opportunities and recommendations
• Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus groups
• Partnering with our marketing team to develop compelling product positioning strategies and marketing campaigns
• Collaborating in the design and implementation of end-to-end customer experiences 
• Collaborating with other teams across the enterprise to gather necessary information to complete analysis and to drive projects
• Evaluating the competitive landscape to understand potential differentiation
• Driving and supporting key aspects of the strategy development life cycle, including business case development

The Expertise and Skills You Bring

• Bachelor’s Degree required, MBA or equivalent Master’s degree in quantitative field preferred
• 9+ years of proven experience (financial services, with focus in strategy and/or consulting preferred
• Strong analytical skills, with ability to cull large and diverse data sets into manageable information, as well as distill insights into a compelling story
• Ability to ingest large amounts of research and develop a framework to efficiently capture key learnings
• Interpersonal skills and experience working cross-functionally (e.g., across Technology, Marketing, Analytics); strong listening skills to integrate different perspectives and achieve better outcomes
• Demonstrated experience in articulating customer needs in the design of products and solutions
• Strong presentation and persuasion skills, to achieve consensus with multiple audiences
• Agile mindset: ability to work in a dynamic and ambiguous environment, and across multiple stakeholder groups
• A positive attitude and opportunity mentality

Certifications:

Category:Business Strategy

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.