Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Senior Manager, Strategy reports to the VP, Brokerage Strategy. They play a key role supporting development and ongoing management of a unified growth plan for Fidelity Brokerage. They also lead projects passionate about the business’s strategic priorities. This role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance, and Analytics – as well as teams across business units.

• Lead or contribute to project work to develop coordinated growth strategy for Fidelity Brokerage across businesses and respective products, offerings, and initiatives.
• Identify and size strategies and greenfield opportunities to meet growth goals; gathering stakeholders within brokerage and across business units to develop hypotheses. Lead collaborative efforts to define and translate strategy into execution
• Bring outside-in thought leadership to advise strategy; with clear articulation of our positioning v. competitors and Fidelity’s relative areas of strength and opportunity. Advise new growth and commercialization options as well as potential challenges within competitive and consumer trends and overall market context
• Assess impacts of strategies, products, and initiatives to acquisition and deepening of brokerage customer relationships and business results
• Support development of a broader multi-year plan, partnering with finance, to bring priorities together, demonstrating how sum of parts will achieve our goals
• Develop and maintain foundational fact base across customers, market, and competition, in partnership with Finance & Analytics, to advise strategy
• Author compelling materials to optimally explain our strategy and present persuasively to drive the business to action
• Support broader planning and business management responsibilities of the Strategy and Planning team during critical times, as needed

The Expertiseand Skills You Bring

• 3-5+ years of management consulting or corporate strategy experience
• Strategy consulting toolkit: Strong critical thinking, structured problem solving, sophisticated analysis and business insights, and executive-level communications
• High intellectual curiosity and analytical orientation, high interest in problem solving using both fact-based and hypothesis-driven approaches
• Ideal candidate has comfort working with very large datasets and analytical tools (e.g., SQL, Tableau, etc)
• Experience contributing to an organization’s top strategic projects including defining actionable strategies to grow businesses; leveraging outside-in perspectives informed by understanding of financial services market and consumer trends
• Innovative, forward-thinker who quickly understands the context, and optimally challenges the status quo
• Excellent written and verbal communications skills, including the ability to tell the story and communicate complex information to influence executive decision making
• Confidence, business maturity, and presence to work independently and collaborate optimally across all levels of the organization, including optimally interacting with and influencing senior management

The Team

The Brokerage Strategy & Planning team serves as the central catalyst for defining and driving the business’s long‑term direction. The team partners closely with senior leadership to shape strategic priorities, assess market and competitive trends, and translates enterprise objectives across our organization. Through rigorous analysis, cross‑functional alignment, and disciplined planning, the group ensures Fidelity Brokerage is positioned to capture growth opportunities and execute with clarity and focus.

The base salary range for this position is $89,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

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 consult with your recruiter for the specific expectations for this position.

Certifications:

Category:

Business Strategy