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Director, Business Strategy

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Job Description:

The Team

Fidelity Wealth’s Cash Solutions business acquires, engages and grows customers of the future with innovative offerings and experiences, including Cash Management Accounts, Lending, Credit / Debit Cards, Health Savings, 529 and Disability Savings. Our vision is to expand the role Fidelity can play for our customers in saving and spending, by offering innovative capabilities to serve the needs of new and existing customers.

This is an opportunity to join the Strategy & Business Operations team within the Cash Solutions domain. Our team is responsible for developing, evolving, and communicating our strategy, primarily relying on our capabilities in business analytics, market insights and competitive intelligence. In addition, we are responsible for strategic planning processes for the domain, from enterprise and Fidelity Wealth-level planning to internal domain routines.

The Role

You will collaborate with the rest of the team and product owners across Cash Solutions to lead or support strategic programs, by: defining problem statements, conducting research and analysis to identify opportunities and design solutions, and making and communicating recommendations.

Key responsibilities can include:

Supporting strategic initiatives across the domain, including shorter term and opportunistic projects
Partnering with our analytics team to turn data insights into opportunities and recommendations
Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus groups
Partnering with our marketing team to develop compelling product positioning strategies and marketing campaigns
Collaborating in the design and implementation of end-to-end customer experiences
Collaborating with other teams across the enterprise to gather necessary information to complete analysis and to drive projects
Evaluating the competitive landscape to understand potential differentiation
Driving and supporting key aspects of the strategy development life cycle, including business case development

The Expertise and Skills You Bring

Bachelor’s Degree required, MBA or equivalent Master’s degree in quantitative field preferred
9+ years of proven experience (financial services, with focus in strategy and/or consulting preferred
Strong analytical skills, with ability to cull large and diverse data sets into manageable information, as well as distill insights into a compelling story
Ability to ingest large amounts of research and develop a framework to efficiently capture key learnings
Interpersonal skills and experience working cross-functionally (e.g., across Technology, Marketing, Analytics); strong listening skills to integrate different perspectives and achieve better outcomes
Demonstrated experience in articulating customer needs in the design of products and solutions
Strong presentation and persuasion skills, to achieve consensus with multiple audiences
Agile mindset: ability to work in a dynamic and ambiguous environment, and across multiple stakeholder groups
A positive attitude and opportunity mentality

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.

Average salary estimate

$135000 / YEARLY (est.)

min

max

$120000K

$150000K

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What You Should Know About Director, Business Strategy, FMR

As the Director of Business Strategy at Fidelity in Boston, MA, you'll play a pivotal role in shaping the future of our Cash Solutions business. This isn't just any role; we're looking for someone who can think strategically and lead innovative initiatives that will engage and grow our customer base. You'll be part of a dynamic team responsible for analyzing market trends and customer insights to develop strategies that enhance our offerings, such as Cash Management Accounts and Lending solutions. You will leverage analytics to uncover opportunities, collaborate with various teams to create compelling marketing campaigns, and ensure our products are designed with the customer in mind. Whether it’s conducting surveys to understand customer needs or analyzing competitive landscapes, your insights will directly influence our strategic direction. If you have a knack for storytelling through data and a passion for driving projects across multiple teams, this is your chance to make a real impact. Plus, you'll be working in a hybrid environment that values both onsite collaboration and flexibility. Join us, and let’s create exceptional experiences for our customers together!

Frequently Asked Questions (FAQs) for Director, Business Strategy Role at FMR

What are the key responsibilities of the Director of Business Strategy at Fidelity?

The Director of Business Strategy at Fidelity plays a crucial role in leading strategic initiatives across the Cash Solutions domain. Key responsibilities include supporting various strategic projects, partnering with analytics to transform data into actionable insights, conducting customer research through surveys and interviews, collaborating with marketing teams for product positioning, designing end-to-end customer experiences, and maintaining an awareness of the competitive landscape.