Manager, 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 contribute to the development of business portfolio strategy across FPS’ products and services. Reporting to the Head of Product Portfolio Strategy, you will help deliver 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, you will be part of the team responsible for informing decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace. 

The Expertise & Skills You Bring

• You hold a bachelor’s degree  
• You have 3-5 years of total work experience; strong preference for prior experience in management consulting or strategy development 
• You have strong research and analytical skills, including the ability to synthesize data and primary/secondary research to develop practical, concrete recommendations 
• You have a strategy consulting toolkit including critical thinking skills, structured problem-solving, and actionable synthesis to turn data into insights 
• You are a measured, focused, and results-driven team player with strong collaboration skills  
• You have a tenacious attitude and intellectual curiosity 
• You have strong attention to detail and comfort with ambiguity 
• You are confident and strive for continuous self-improvement while able to balance multiple priorities and meet deadlines  
• You can communicate effectively and influence cross-functional teams through the creation and delivery of analysis and presentations 

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. 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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.