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Director, PP&AW Look Ahead

Job Description:

The Role

You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the PPA-W Look Ahead team, you will collaborate with your team and our business partners to establish strategic direction for PPA-W by identifying and prioritizing strategic opportunities. You will partner with team leads in an agile fashion to influence strategic decisions and roadmaps and execute on the top growth opportunities. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same!

The Expertise You Have

  • Experience working in a matrixed, cross-enterprise / business unit environment

  • Background in management consulting strongly preferred

  • Financial services experience preferred, but not required

  • Agile experience preferred, but not required Bachelor’s or equivalent with 10+ years of experience, Master’s preferred

The Skills You Bring

  • Data-driven approach to frame market opportunities and inform “key strategic questions”

  • Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives

  • Continuous improvement mindset and intellectual curiosity

  • Comfortable with a fast-paced environment, familiar with testing and learning to optimize impact

  • Strong program management skills and ability to lead several high priority initiatives simultaneously and with multiple groups

  • Excellent consultative, listening, communication, and analytical skills

  • Customer obsessed and proven commitment to delivering frequent, high business value

  • Ability to see opportunities for innovation and taking thoughtful risks to get the work done better and faster

  • Strong team collaboration with the ability to navigate differences in opinion with grace and utilize constructive feedback as data for the next iteration

The Value You Deliver

  • Lead ideation sessions to frame new strategic opportunities

  • Use outside-in insights to develop hypotheses and inform learning agendas

  • Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform prioritization

  • Collaborate with internal teams or business partners in adjacent product areas to co-create early stage concepts that meet customer needs

  • Work with Product Area and Group Squad leadership to facilitate development and prioritization of a backlog of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes

  • Develop eventual Go-to-Market strategies, and Thought Leadership

  • Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions

  • Incubate early stage concepts to test and refine market potential

  • Develop executive level communications for internal and external use

  • Participate in and facilitate regular strategic planning discussions (e.g., objectives, key metrics, MYP, QSA, QP)

The Team

As part of the PPAW Product Area, the Look Ahead Team, is responsible for crafting the Product Area’s next 2-3-year strategy by defining the top growth opportunities, prioritizing and establishing a future roadmap, and aligning on resourcing needs. You will work in partnership with the PPAW Group/Squad Leaders and members of their squads, and other leaders across Workplace and Retail businesses. As a team, we believe that balancing collaboration with strategic thinking infused by data-driven outside-in insights would lead to the best possible outcomes.

Please see below for the salary range for work locations in Colorado only:

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Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

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Please see below for the salary range for work locations in California only:

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Please see below for the salary range for work locations in Washington only:

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Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.


Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.


Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

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CEO of Fidelity Investments
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Abby Johnson
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Fidelity’s mission is to strengthen the financial well-being of our clients.

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DATE POSTED
June 9, 2023

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