Strategic Operations Lead

Job Description:

Job Description

The Role

As a member of the Fidelity Wealth Technology, Planning, Operations, and Enablement team, you'll be a part of a highly collaborative, engaged, and diverse team of professionals. You'll be a trusted partner to senior leadership, enabling seamless strategic operations through executive routines and processes that support strategic portfolio, workforce, and delivery management. In combination, these routines and processes provide senior leadership with powerful opportunities to drive alignment of strategy, work, and people, forecast capacity and financial planning, and foster a culture of engagement. In partnership with cross-functional leaders and teams, you'll ensure these opportunities are achieved with consistency, standardization, and efficiency. Additionally, you'll gain deep knowledge within the organizations you support, enabling you to consult, collaborate, and advocate on behalf of the organization across Wealth Technology and beyond.

The Expertise and Skills You Bring

• 5-8+ years of proven experience in a strategic operations or similar role
• Organizational proficiency and a proactive, creative, and collaborative approach to enable solutioning of strategic business issues with various levels of leadership and associates across many disciplines
• Attention to detail and outstanding organization and coordination skills to lead, coordinate, and facilitate ongoing executive routines and materials that enable strategic organizational management and decisioning
• Strong executive communication skills with expertise conveying complex information and data simply and meaningfully
• Critical thinker and problem-solver with the ability to design, implement, and optimize routines, processes, and materials for greater efficiency and effectiveness
• Continuously strengthening Fidelity's values and team-oriented culture through collaboration and knowledge sharing
• Comfort navigating ambiguity to deliver clarity and mobilize solutioning
• Advanced skills in Microsoft PowerPoint and Excel
• Experience with the Managing The Work tools ecosystem a plus (Jira Align, Transparency, TBM, Roadmap, etc.)

The Team

Fidelity Wealth Technology Planning, Operations, and Enablement Delivery partners with leaders & teams to inspect, adapt & mature high-impact delivery solutions, cultivate an empowered delivery culture with insights, coaching & enablement, and champion continuous improvements that guide us toward business agility. We are focused on building a highly integrated organization, aimed at maximizing value delivery for Fidelity Wealth.

Certifications:

Category:

Business Analysis
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): Westlake, TX

Job ID: Fidelity-2115495

Employment Type: OTHER

Posted: 2025-07-24T23:43:52