Director, Strategy & Reporting 1200398

Company: Fidelity Investments
Location: Boston, MA
Posted on: January 27, 2012

Job Description:

Position Description:

The Director, Strategy & Reporting is responsible for supporting the

development, communication, execution and monitoring of overall

Institutional Wealth Services (IWS) strategy. Responsibilities include

supporting the development of annual business plans, goal setting and

territory management for all Sales and Relationship Management Teams,

governance and project management of strategic initiatives, management of

critical reporting systems and delivery of business information and

analytics.

Primary Responsibilities:

• Support development, communication and execution of IWS strategy:

o Support division-level strategic efforts (Fidelity Institutional

cross-business unit efforts)

o Support annual and multi-year business planning efforts for IWS

o Provide governance of key strategic initiatives

o Manage and oversee IWS capital spending plans

o Provide project management and leadership to key initiatives

• Drive territory management and annual goal setting process for IWS

Sales & Relationship Mgmt teams

o Consult with Sales & Relationship Management leaders to help manage

their territories

o Coordinate creation and management of financial goals with various

stakeholder groups

o Monitor client profitability performance through the year;

recommend changes to client engagement as necessary

• Support IWS strategy reporting / communication needs

o Drive cross-reporting group coordination

o Support reporting needs for key strategic initiatives

o Perform QC of client data and reports in critical systems of record

• Provide ad hoc analytical support and report creation for IWS

senior management decision support — includes providing support for upward

communications to PWIS and FI senior management.

Requirements: Bachelor of Science degree in Business, Economics, or

Finance (willing to accept foreign education equivalent) as well as 5 years

experience in job offered or 5 years experience in business strategy and

management consulting within a financial brokerage environment; OR, in the

alternative, MBA or Master’s degree (or foreign educational equivalent) in

Business, Economics, or Finance and 2 years experience in job offered or 2

years experience in business strategy and management consulting within a

financial brokerage environment. Also requires experience with:

Demonstrated Expertise in B-to-B strategy development, business analysis

and management consulting within the registered investment advisor

environment, including product and market analysis, competitive

intelligence and benchmarking, mergers and acquisitions strategy, internal

capability assessment, customer research, technology viability analysis and

program management; DE in financial and business planning, forecasting,

modeling and analysis using MS Excel and Crystal Ball -- specifically, for

analysis of P&L and business metrics, profitability, pricing, return on

investment (ROI), competitive market factors, and econometric analysis; DE

in developing and delivering business cases, strategy presentations and

financial models to influence middle to senior management decision-making

using MS PowerPoint and data representation graphics software (Mekko and

ThinkCell). Fidelity Investments is willing to accept a suitable

combination of education, training and experience to satisfy the

requirements.

To apply, visit http://jobs.fidelity.com and search for Job Code 1200398.

Keywords: Fidelity Investments, Boston , Director, Strategy & Reporting 1200398, Finance , Boston, MA, Massachusetts