Director, Strategic Initiatives

Note: Fidelity is not providing immigration sponsorship for this position 

The Role  

Looking for your next opportunity to innovate and drive growth? Fidelity Philanthropic Services (FPS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for FPS. 

This individual will play a key role in the development of business portfolio strategy across FPS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on FPS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace.  

The Expertise & Skills You Bring 

• BA/BS required; MBA or equivalent experience preferred  
• 5-8 years of experience in management consulting, product development, or strategic planning 
• Strong strategy consulting toolkit including critical thinking skills, structured problem solving, and sophisticated analysis to turn data into actionable insights 
• Strategic leadership and strong collaboration skills to influence teams across functional areas to achieve business goals  
• Ability to manage and execute complex programs while demonstrating relationship management skills across business functions including product, technology, service, fundraising, marketing, and legal, risk & compliance  
• Ability to develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results 
• Confidence, professional maturity, and business experience to work independently and collaborate effectively across all levels of the organization 
• Ability to communicate effectively and influence cross-functional teams to ensure alignment, mitigate risks, and promote transparency  

The Team 

The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through Fidelity Philanthropic Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. 

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.