Vice President, Planning and Execution

Job Description:

Vice President, Planning & Execution

The Role

The Vice President, Planning & Execution within Service Delivery & Operations will serve as a strategic leader responsible for connecting functional strategy to operational execution across Fidelity Charitable Services & Operations teams. This leader will lead all aspects of planning, programs execution and delivery of complex initiatives that drive operational & service excellence, improving client experience, and accelerating Fidelity Charitable transformation efforts.

Working closely with leaders and collaborators, this leader will ensure Service Delivery & Operations initiatives are prioritized and planned. They will also ensure these initiatives are delivered with precision, transparency, and measurable business outcomes. The ideal candidate brings a proven track record of leading a strategy & planning team with oversight over large-scale, cross-functional programs and building alignment across diverse partner groups in fast-paced, matrixed environments.

Note: Fidelity is not providing immigration sponsorship for this position

The Expertise and Skills You Bring

• Own the planning process across Service Delivery & Operations to align functional objectives with Fidelity Charitable and broader enterprise priorities.
• Translate functional strategy into clear operational plans, performance metrics, and success measures.
• Lead all aspects of execution of functional initiatives that improve client and associate experiences, operational efficiency, minimize risk, and accelerate digital service capabilities
• Drive accountability, risk management, and dependency coordination across teams to ensure timely, quality outcomes.
• Implement, partnering with Quality Control and Risk functions, governance frameworks that balance agility with compliance and process controls
• Partner with stakeholders across the Services and Operations function, Fidelity Charitable, and enterprise functions to ensure transparency, clarity, and alignment on fraud prevention efforts.
• Provide streamlined executive presentations and synthesized performance reporting to support strategic decision-making.
• Integrate operational readiness, compliance, and control considerations into initiative planning and delivery partnering with Portfolio Delivery.
• Anticipate and mitigate risks while maintaining business continuity and client satisfaction.
• Champion with other teams' process optimization and continuous improvement initiatives to drive scalability and digital & operational maturity.
• Lead cross-functional associate communication and engagement strategies to ensure alignment, adoption, and momentum through sophisticated change.
• Bachelor's degree required; MBA or an advanced degree with equivalent experience preferred.
• 12+ years of progressive leadership experience in strategy, program management, or operations within large, complex organizations, preferably in financial services.
• Proven success in leading transformation efforts and operational initiatives from strategy to execution.
• Deep understanding of operational governance, risk, and planning frameworks within changing environments.
• Exceptional executive verbal and written communication, relationship-building, and influencing skills.
• Strong analytical and problem-solving capabilities with a focus on business value and measurable results.