Director, Strategy & Planning

Job Description:

The Role

As a member of the Capital Markets Strategy and Planning team, you will work closely with leaders and teams across the business to identify, develop and implement business opportunities that will drive new sources of revenue and improve operational efficiency. The ideal candidate should be both highly inventive with the ability to partner, execute and lead through influence.

The Expertise and Skills You Bring

The ideal candidate is comfortable with change and ambiguity, can work independently and as part of team, is open to new ideas, and thrives in a fast-paced environment. Additional critical skills include the ability to build positive relationships across the organization and be an independent thinker.

• Influencing: Strong interpersonal and stakeholder management skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers
• Strategic / Analytical Thinking: Ability to contribute to assessments, framework development, and provide insight on strategic topics
• Project Delivery: Ability to support, facilitate, and deliver single or multi-workstream efforts spanning multiple teams or cross-business partners
• Communications: Excellent verbal and written communication skills with a proven track record of preparing materials with a nuanced understanding of subject matter and intended audience
• MBA is or advanced graduate degree preferred
• 5 years of experience, including experience at a consulting firm or corporate strategy group; other relevant experience would include decision support / financial analysis, product development/GTM strategy, and business case development
• Highly proficient with MS Office - Excel and PowerPoint in particular
• Intellectual curiosity and desire to understand and define drivers of business success
• Strong sense of ownership and accountability for deliverables

The Team

The Capital Markets Strategy and Planning team owns growth strategy for our Capital Markets business. This includes identifying new business opportunities, developing business cases, and implementing growth initiatives; identifying opportunities to improve operational efficiencies; managing routine business review processes within FCM and representing FCM across the enterprise.

Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $110,000-$222,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.

Certifications:

Category:

Business Strategy

Client-provided location(s): Boston, MA

Job ID: Fidelity-2126875

Employment Type: OTHER

Posted: 2026-04-28T23:50:50