Director - Planning & Execution

About the role

Fidelity Charitable is looking for a Director of Planning and Execution Enablement to join the Service Delivery and Operations organization. The associate will be responsible for the planning and execution of strategy in a customer segmented environment, strategically managing competing priorities, processes, and customer needs to ensure the highest value is obtained. The primary goal is to plan and drive numerous initiatives and leadership planning routines to enhance client satisfaction and retention, support the digital transformation of the business, and collaborate across Fidelity Charitable while driving quality, scale, and efficiency for a highly engaged workforce. This role plays a critical part in supporting leaders to develop and implement the Service Delivery and Operations strategy, track and inform prioritization of initiatives, partner with leaders on core operations planning, work with Portfolio Delivery to ensure transparency to Service and Operations roadmaps, develop executive-level presentations, and coordinate highly transparent workstreams. Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Partner with leaders to develop strategic business initiatives and mechanisms for tracking and reporting progress
• Provide leadership and direction to plan, prioritize, and run a variety of process improvement initiatives to ensure long-term strategic objectives are met
• Develop communications and presentations to drive key messages
• Perform resource planning, budgeting, and other visualization-based activities
• Perform cost, benefit, and risk analyses on current and proposed initiatives to ensure appropriate balance of quality customer service with efficient execution of work
• Manage multiple initiatives simultaneously
• Continually evaluate work distribution and performance
• Design and generate reports to measure and communicate teams’ progress against key business metrics and manage workflow and productivity
• Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance
• Keep abreast of internal and external operational developments and best-in-class capabilities

Requirements

• College degree; MBA preferred
• 8–10 years of experience in business strategy and planning, service and/or brokerage operations, technology, or program management
• 5+ years of demonstrated success leading multiple projects simultaneously while planning activities of varying complexity
• Proven experience working in project management, collaborating with partners, and focusing on business outcomes to improve the client experience for donors, advisors, and non-profit organizations
• Analytical mindset; proficient with presentation tools, Microsoft Office suite, and Tableau or PowerBI; ability to tell a story and influence organizational decisions using data in consultation with leadership
• Able to synthesize and simplify complex ideas and deliver executive-level presentations
• Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious
• Strong influencing skills to negotiate with peers and leaders across organizational boundaries
• Self-starter with a high degree of ownership and accountability for outcomes; ability to own initiatives, learn quickly, and think independently
• Strong sense of flexibility and adaptability to react constructively and positively to shifting priorities, unexpected events, and seasonal demands
• Strong organizational navigator who collaborates effectively to find optimal compromises and creative solutions to drive the business forward
• Develop and maintain strong, productive relationships with multiple key business partners
• Continually challenge the way work is done and implement new/different approaches to handle increasing volumes with a static workforce

About Fidelity Charitable

The Fidelity Charitable Gift Fund is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. It is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Work model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Category: Program/Project Management