Fidelity Investments Inc.
Director, LTE Planning and Reporting
Fidelity Investments Inc., Boston, Massachusetts, us, 02298
The Role
The Lifetime Engagement (LTE) Product Area plays a critical role in driving customer centricity across Workplace, Brokerage & Wealth to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity. The Director, Lifetime Engagement Planning and Reporting is responsible for measuring, analyzing, and communicating progress toward our objectives, for helping to run the Lifetime Engagement organization’s operating routines, and for synthesizing our work for business unit quarterly and annual routines. Reporting to the VP of Lifetime Engagement Planning and Reporting, you will serve as a key enterprise source of truth for critical KPIs and a dot connector within our product area, ensuring its efficient and effective operation.
The Value You Deliver
Key responsibilities will include:
Analyze performance against Product Area and Shared PW KPIs and report progress to senior executives and business partners
Identify trends and changes in key metrics, investigate the drivers of these, and communicate to senior leaders
Implement governance and business routines to effectively prioritize and manage the Lifetime Engagement Product Area, such as alignment forums, all-associates meetings, business reviews, and resource management discussions
Facilitate MYP planning and annual scorecard/KPI alignment in partnership with LTE Leadership and Planning and Finance partners
Build and maintain strong relationships with Planning and Reporting leaders across Workplace, Wealth, and Brokerage
Partner closely with CKSI stakeholders
Provide visibility into deliverables, events, plans, and strategic business initiatives to drive alignment (e.g. integrated calendar)
The Expertise and Skills You Bring
BA/BS required
Minimum 7 years working in a professional environment
Strong analytical skills and an ability to own the end-to-end reporting process and ultimately communicate insights
Demonstrated ability to engage and effectively communicate with senior leaders and team members
Proactive and detail-oriented with a focus on quality and accuracy
Ability to simplify complex topics
Curiosity along with the ability to bring new insights and thinking to the business
Ability to work in a dynamic and ambiguous environment while creating alignment and generating momentum
Experience in successfully navigating large organizations and getting things done within them
Financial Services experience and/or knowledge
Note:
Fidelity will not provide immigration sponsorship for this position
Certifications Category Business Strategy
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
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The Lifetime Engagement (LTE) Product Area plays a critical role in driving customer centricity across Workplace, Brokerage & Wealth to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity. The Director, Lifetime Engagement Planning and Reporting is responsible for measuring, analyzing, and communicating progress toward our objectives, for helping to run the Lifetime Engagement organization’s operating routines, and for synthesizing our work for business unit quarterly and annual routines. Reporting to the VP of Lifetime Engagement Planning and Reporting, you will serve as a key enterprise source of truth for critical KPIs and a dot connector within our product area, ensuring its efficient and effective operation.
The Value You Deliver
Key responsibilities will include:
Analyze performance against Product Area and Shared PW KPIs and report progress to senior executives and business partners
Identify trends and changes in key metrics, investigate the drivers of these, and communicate to senior leaders
Implement governance and business routines to effectively prioritize and manage the Lifetime Engagement Product Area, such as alignment forums, all-associates meetings, business reviews, and resource management discussions
Facilitate MYP planning and annual scorecard/KPI alignment in partnership with LTE Leadership and Planning and Finance partners
Build and maintain strong relationships with Planning and Reporting leaders across Workplace, Wealth, and Brokerage
Partner closely with CKSI stakeholders
Provide visibility into deliverables, events, plans, and strategic business initiatives to drive alignment (e.g. integrated calendar)
The Expertise and Skills You Bring
BA/BS required
Minimum 7 years working in a professional environment
Strong analytical skills and an ability to own the end-to-end reporting process and ultimately communicate insights
Demonstrated ability to engage and effectively communicate with senior leaders and team members
Proactive and detail-oriented with a focus on quality and accuracy
Ability to simplify complex topics
Curiosity along with the ability to bring new insights and thinking to the business
Ability to work in a dynamic and ambiguous environment while creating alignment and generating momentum
Experience in successfully navigating large organizations and getting things done within them
Financial Services experience and/or knowledge
Note:
Fidelity will not provide immigration sponsorship for this position
Certifications Category Business Strategy
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
#J-18808-Ljbffr