Vice President, Strategic Planning and Portfolio Management at Fidelity TalentSource LLC

Job Description:

The Role

Do you want to make a difference and be part of our Core Brokerage Platform Technology s (CBPT) Office of the OCIO that helps drive the strategy and planning process to identify approaches to technology management and provide key insights?

We are looking for a Vice President of Strategic Planning and Portfolio Management who will play a critical role in leading and shaping CBPT s development and execution of the strategic planning process and management of our overall project portfolio. You will collaborate closely with senior leaders to provide thought leadership to cascade vision and strategy, innovation and alignment with the company s long-term goals and objectives, and a drive towards growth and operational efficiencies.

Reporting into the Head of the Office of the CIO, you will develop and drive strategic planning within and across business units to ensure effective decision making, defined leadership routines, and business operations to reinforce a high-performing technology culture. With direct functional accountability for a team of strategic planning and portfolio management professionals, you will orchestrate the process of managing our portfolio data, assist in the administration of our Agile tools and reporting, and oversee the overall flow of routines that it takes to run a large organization smoothly.

In partnership with our senior leaders, you will build transparency into the technology portfolio, creating processes and routines in how we can best develop an end-to-end view of our product development work:

• Developing and implementing portfolio management processes and governance frameworks that aid in monitoring and reporting on the performance of the project portfolio, identifying risks and opportunities, and assisting teams with effective resource allocation and prioritization of projects.
• Tracking Objectives and KPIs (OKPIs) that blend the product technology measures with key business outcomes of success.
• Readying results for business management routines, including the Quarterly Business Review (QBR) and Quarterly Technology Review (QTR).
• Partnering with Finance to track and monitor overall work and objective costs, and work with HR to align headcount and people strategies to the portfolio, ensuring financial discipline and accountability for cost optimization opportunities and efficiency improvements.
• Realizing value from and influence the use of enterprise portfolio tools to maximize and empower our product leaders to effectively run their products and report on results.

Your responsibilities include:\u00A0

• Developing and managing both high-level and detailed views of CBPT s portfolio of products, capabilities, initiatives, resources, and investments; function as a connection, in partnership with finance, to enterprise-wide efforts such as the Quarterly Tech Review.
• Providing thought leadership and perspective on the alignment of our products, offerings, and initiatives against our strategy, and the ability of both existing and new work to drive key customer and business outcomes.
• Supporting and developing forward-looking comprehensive plans anticipating needs, seeking and incorporating input from leaders, maintaining and prioritizing topics, providing ongoing transparency, and managing follow-up.
• Coordinating portfolio efforts in partnership with Enterprise Planning and provide visibility to CBPT s senior management team on upcoming presentation requests to relay expectations and guidelines, facilitate and prepare deliverables across teams.
• Working across Fidelity Brokerage Operations Technology (FBOT) leaders and respective strategy and planning leads across the Enterprise to deliver executive-level reporting and communications that identify critical decisions, key dependencies, risks, challenges, and other notable topics across senior leader forums that accelerate progress and remove roadblocks.
• Developing and supporting the multi-year plan process, in partnership with Finance and with Strategy leads both within the Core Brokerage business and across the Enterprise.

The Expertise and Skills You Bring

• Bachelor s degree in business or a technical area (MIS, Computer Science, Engineering) required; MBA preferred.
• 10+ years of experience, ideally in large-scale program management, consulting, and/or business strategy & planning.
• Strategic professional with proven success working in large, matrixed organizations with senior leadership to build alignment and drive prioritization.
• Consistent record of translating strategy into actions that drive clear and measurable outcomes.
• Self-awareness of your own style and leadership approach, adapting behaviors as appropriate to strengthen and maintain relationships.
• Strong people management acumen, with expertise in executive presence and communication skills to influence all levels of an organization.
• Proven ability to interact and negotiate effectively with peers through personal interactions and written communications.
• Highly organized - can work under tight deadlines with strong attention to detail and quick turn-around in a fast-paced, ever-changing environment.
• Strong partner with a proven ability to rally support and move distributed groups to action collaboratively.
• Intellectually curious and analytically oriented, with an ability to lead and put hands to keyboard when needed to contribute to the team s success.

The Team

The mission of the OCIO is to enable a consistent, strategic, and transparent approach to technology management to ensure that CBPT teams have the information, capabilities, and support to drive our business reporting, prioritization, and decision making. \u00A0This dynamic team contributes to the management of several key areas and capabilities within the scope of the OCIO to support our leadership team by providing key insights and drive the best possible planning process within FBOT and our enterprise partners.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!\u00A0 We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at

or call , prompt 2, option 2 if you would like to request an accommodation.

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 are calling \u201CDynamic Working.\u201D Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location every other week. These requirements are subject to change.

The base salary range for this position is $124,000-$262,000 per year. \u00A0

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0

We offer a wide range of

to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.

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.

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

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

.

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

.