Director, Strategic Initiatives

Overview Director, Strategic Initiatives Note: Fidelity is not providing immigration sponsorship for this position The Role Looking for your next opportunity to innovate and drive growth? Fidelity Philanthropic Services (FPS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for FPS. This individual will play a key role in the development of business portfolio strategy across FPS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on FPS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace. The Team The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through Fidelity Philanthropic Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. Responsibilities Lead development and execution of FPS product portfolio strategy and evaluate offerings to develop, maintain, or retire based on value and market positioning. Collaborate cross-functionally with product, technology, service, fundraising, marketing, legal, risk & compliance, and other teams to influence strategy and drive initiatives. Develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results. Analyze customer needs and market trends to identify growth opportunities and inform strategic decisions. Communicate effectively and influence cross-functional teams to align on strategy, mitigate risks, and maintain transparency. Qualifications BA/BS required; MBA or equivalent experience preferred 5-8 years of experience in management consulting, product development, or strategic planning Strong strategy consulting toolkit including critical thinking, structured problem solving, and sophisticated analysis to turn data into actionable insights Strategic leadership and strong collaboration skills to influence teams across functional areas to achieve business goals Ability to manage and execute complex programs with relationship management across product, technology, service, fundraising, marketing, and legal, risk & compliance Ability to develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver results Confidence and professional maturity to work independently and collaboratively across all levels of the organization Regulatory & Legal 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, state laws governing securities, investment and retirement-related financial activities and the rules of self-regulatory organizations, including FINRA. These laws may restrict Fidelity from hiring individuals with certain criminal histories. #J-18808-Ljbffr Fidelity Investments