What are the responsibilities and job description for the Head of Strategy, Planning and Central Finance position at Fidelity Investments Inc.?

Job Description :

Fidelity Asset Management is seeking a highly experienced and motivated finance and strategy professional for the role of Head of Strategy, Planning and Central Finance. This role is a highly collaborative position which requires regular active engagement with the President of the Asset Management Division, the Asset Management senior team, and other senior leaders throughout the firm. Providing thought leadership on financial, strategic, and competitive trends and identifying implications for business goals and objectives is critical!

The Expertise and Skills You Bring

An advanced degree and professional accreditation is required. We are looking for expertise in strategy, development, consulting, financial planning, forecasting, and analysis. Deep expertise in program management of large, complex, and highly visible initiatives. Outstanding communication, conceptual thinking, and problem-solving capabilities. Experience in the asset management industry and an understanding of the broader financial ecosystem.

The skills you bring are :

Proven ability to consult and influence senior leader actions
Strong presentation and facilitation skills
Ability to build relationships at all levels of the organization
Proven experience to be bold and future-focused to imagine new possibilities
Possess the balance of interpersonal skills and analytical abilities, and the ability to recognize impact on others and adapt to be effective in different situations
Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary / secondary research
Outstanding written and verbal communication skills

As the Head of Strategy, Planning and Central Finance you will also be expected to :

Develop and deliver the overall strategy for Fidelity’s Asset Management business, manifested in a multi-year plan and implementation of key elements, which will include :

Articulation of our top priorities and the bodies of work that will align to those priorities.

Development and maintenance of leadership scorecards that align tightly to the strategy plan.

Budget creation that can deliver success against strategic priorities while meeting financial constraints.

Provide leadership and management of select top strategic priorities, including connecting the strategic goals outlined in the MYP to business results.

Facilitate and support the AM leadership team’s discussion of strategic and financial priorities.

Build and deliver updates on the financial and strategic performance of the business within AM and across the rest of the firm.

Partner with the corporate center on a variety of regular and ad-hoc financial and strategic processes to drive decision making, enable visibility and ensure tighter alignment with enterprise goals.

Team with AM communications to support communications from the President of Asset Management and the Head of Finance, Strategy, and Fund Oversight.

Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan.

Maintain strategy and planning lead connections across the firm by creating regular touchpoints.

The Team

The Asset Management Finance and Fund Oversight (FFO) team partners across Asset Management to drive long-term strategy and uphold fiduciary standards for Fidelity and customers. FFO further supports AM business lines and boards by providing financial expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more. As the leader of Strategy, Planning and Central Finance, you will lead a talented team and will be accountable for continued growth and development.

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