The Role
The Vice President, Workplace Investing (WI) Strategy role supports the President and Senior Leadership Team of WI by developing new business cases and driving critical cross-WI projects and initiatives aligned with the organization’s long-term strategic vision. As a key member of the WI Strategy & Planning team, this role’s contributions will directly impact efforts to grow, run, and scale the business.
The Expertise and Skills You Bring
- Bachelor’s degree and MBA required.
- 10+ years’ experience in financial services and/or strategy consulting.
- Robust analytical thinking and a creative approach to tackling strategic business issues.
- Ability to lead sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines.
- Ability to contribute to projects / initiatives in a variety of capacities to help ensure successful outcomes.
- Proficiency in verbal / written communication and comfort with storytelling and presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI.
- Willingness to learn and adapt quickly; to offer and accept feedback.
- Knowledge of Fidelity could be meaningful for navigating organization and achieving goals.
The Team
Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The WI Strategy & Planning team is responsible for crafting the long-term strategy of WI, as well as leading multi-year planning, investment prioritization, and business intelligence, analytics and governance processes for the division. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Human Resources, Finance and Technology.
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.
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.
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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.
