Job Description:
The role
The Senior Manager, Strategy and Operations will play a pivotal role in the execution of Fidelity Center for Family Engagement 's (FCFE) strategy, aligning with the FCFE's mission to inspire, educate and empower families and advisors to spark and sustain conversations about the emotional, relational and generational aspects of wealth. Responsibilities include supporting business reviews, quarterly business reporting, planning and budgeting processes, and leadership routines. This role will directly report to and collaborate with the Director of Strategy and Operations, working as a team to help propel the FCFE's strategy forward while ensuring operational efficiency. This role also has operational responsibilities including procurement related tasks, event planning and administration, calendar management, and support of materials for leadership meetings. This role's contributions will add speed and scale to the growing FCFE team.
The expertise and skills you bring
- Bachelor's degree and 3-5 years of related experience, preferably in strategy consulting or corporate operations
- Familiarity with wealth management or financial services industries is a plus
- Advanced proficiency in Microsoft Office Suite, including strong Powerpoint and Excel capabilities
- Strong intellectual curiosity and analytical orientation, including working with, manipulating, and reporting on large data sets
- Ability to take ownership of work product and stay proactive in an ambiguous environment
- Excellent listening, communication and collaboration skills to build relationship capital with business partners and team members
- Strong ability to multitask, including balancing strategic work with operational responsibilities
- Strong detail orientation and organization skills
- Confidence, business maturity, and presence to work independently and collaborate effectively across the organization
The Team
FCFE strives to transform the wealth experience and the workplace by developing and delivering distinctive relationship-based capabilities. Through a mindset and skillset approach, we help families, advisors, associates, and leaders establish and maintain a deeper, more intimate connection as they navigate the complex emotional dynamics that arise in relationships.
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 Glassdoor Employees' Choice Award, 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-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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 fidelitycareers.com.
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 accommodations@fmr.com.
