The Role
We are seeking an experienced Occupancy Planner to shape how our global workplace portfolio supports business performance, onsite work strategy, and outstanding associate experiences. This role sits at the intersection of workplace strategy, strategic space planning, and data‑driven decision making, with responsibility for translating workforce and space insights into clear, actionable plans.
You will coordinate occupancy planning efforts across a complex, multi-site global portfolio—developing space scenarios, stack plans, phasing strategies, and utilization insights that guide short- and long-term decisions. This is a highly collaborative role, partnering closely with Real Estate Strategy, Associate Experience, Facilities and Operations, Workforce Planning, and Design teams to align space supply with evolving business needs.
Success in this role requires a balance of analytical and data orientation, workspace design and planning proficiency, and strong communication capabilities. You’ll influence leaders with well‑crafted narratives backed by data, helping the organization confidently adapt in a dynamic workplace environment.
As an Occupancy Planner, you enable smarter, future‑ready workplace decisions by integrating space planning expertise, workplace strategy, and analytics. Your work ensures that space is optimized, flexible, and aligned with onsite work models, productivity goals, workspace design metrics, and associate well‑being.
You serve as a strategic advisor to business leaders—translating workforce trends, operational requirements, and workplace design standards into practical plans that improve portfolio performance. From developing stack and migration plans to guiding partners through workplace change, your insights help build an adaptable and resilient workplace strategy.
The Expertise and Skills You Bring- A proven track record to translate complex data into clear insights, space scenarios, and actionable recommendations
- Experience in corporate occupancy planning and workplace strategy, including scenario modeling, long-term forecasting, blocking and stacking, phasing, and migration planning, within large, multi-site, and matrixed organizations
- Bachelor’s degree in Architecture, Design, or a related field, with 3–5 plus years of experience in a corporate or consulting environment
- Experience using space and utilization data to evolve workplace standards, planning guidelines, typologies, and personas
- Excellent judgment in addressing space-related considerations such as privacy, security, and confidentiality
- Advanced storytelling and presentation skills, with the ability to influence executive audiences using data-backed narratives
- Expert Excel skills, including automated reporting, pivot tables, and data modeling using CAFM/IWMS system outputs
- Proficiency with CAFM/IWMS platforms (e.g. Tririga,Tango, Archibus) and familiarity with utilization technologies (e.g., VergeSense, Density)
- Advanced capabilities in CAD and architectural tools (AutoCAD, Revit, Bluebeam), with strong drawing interpretation skills
- Solid understanding of change management methodologies (e.g., Prosci, ADKAR)
- A collaborative outlook capable of leading space activation, move planning, and phasing coordination efforts
- Strong internal business focus, initiative, and follow-through in a fast-paced environment
- Excellent time management and prioritization skills, with comfort navigating shifting priorities
- Ability to travel to Fidelity sites as needed (less than 25%)
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers.
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.
Skills Required
- Bachelor's degree in Architecture, Design, or a related field
- 3-5 plus years of experience in a corporate or consulting environment
- Experience in corporate occupancy planning and workplace strategy
- Expert Excel skills, including automated reporting and data modeling
- Proficiency with CAFM/IWMS platforms
- Advanced capabilities in CAD and architectural tools
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
