Senior Manager, FI Strategy & Planning

Job Description:

The Role

The Senior Manager, Fidelity Institutional (FI) Strategy & Planning will support several activities to help drive forward Fidelity's FI business unit. As a key contributor to the FI Strategy & Planning team, this individual will be a multi-faceted contributor to the organization, helping to develop FI's strategic plan, facilitating the execution of key initiatives to drive the business forward, ensuring alignment among internal and external stakeholders, and ensuring clear and consistent messaging of our business strategy and accomplishments.

The Expertise and Skills You Bring

• 3-5+ years management consulting, strategic planning, or management experience
• Strong strategy consulting skillset: Critical thinking, structured problem solving, sophisticated research and analysis, and ability to drive to business insights
• Experience contributing to an organization's top strategic projects
• Executive presence to work with senior leaders across an organization
• Deep interest in the intermediary and institutional investment markets
• Ability to balance multiple workstreams and maintain an agile mentality
• Excellent written and verbal communication skills
• Advanced skills in Microsoft PowerPoint and Excel
• Top tier academic credentials: MBA, CFA or other relevant advanced degree not required but would be considered favorably

The Senior Manager, FI Strategy & Planning will report to the VP of Strategy & Planning for FI; specific responsibilities to include:

Strategic Projects (~90%)

• Act as key member of project teams working on behalf of FI's Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business
• Drive business case development and other strategic analyses through collaboration with key partners to inform recommendations
• Manage workstreams to drive project delivery and execution; examples include new opportunity assessment, organizational transformation, regulatory response, and pricing strategy

Team Contribution (~10%)

• Contribute to overall team culture and environment
• Support agile practices within the team

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the FI Finance organization, the Strategy & Planning team is responsible for defining, communicating, and executing on FI's business unit strategy and priorities. FI Strategy & Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.

Certifications:

Category:

Business Strategy
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.

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.

Client-provided location(s): Boston, MA

Job ID: Fidelity-2114881

Employment Type: OTHER

Posted: 2025-08-06T03:48:57