Vice President, Planning & Strategy

Job Description:

Role

The Vice President, Planning & Strategy will be responsible for providing strategic planning, coordination and support to Fidelity Charitable’s management team while reporting directly to the Head of Finance. The Vice President will organize and run weekly senior staff meetings and play a meaningful role in supporting a variety of planning efforts. Key efforts include periodic facilitation of strategic investment prioritization, annual planning of investment spending and acting as a liaison to the extended leadership team, all while ensuring stakeholders are informed regularly and on an ad-hoc basis. This position will also collaborate or run projects requested by a variety of internal partners. These projects can range from workforce planning, cost/benefit case review and collaboration, functional planning, incremental spend coordination and initial prioritization against strategic plans and ongoing business needs.

Overall, the role involves supporting the development, coordination, summarization and communication of strategic plans for Fidelity Charitable. For clarity, this role is not responsible for setting strategy or originating initiatives.

Expertise and Skills You Bring

• Responsible for leading the coordination, management, measurement and communication of Fidelity Charitable’s strategic plans (annual and multi-year).

• Manage development of business goals and targets to evaluate progress against plan (in partnership with Finance). Develop, cascade and coordinate related reporting for both the executive scorecard and functional scorecards.

• Support development, coordination, and management of ongoing Quarterly Business Review (“QBR”) presentations and related quarterly and weekly highlights/summaries needed from Enterprise Services along with strategic and executive updates.

• Play a lead role in running Fidelity Charitable’s Operating Committee (a group of Fidelity Charitable functional representatives), through coordination with senior management and the finance team to evaluate potential future investments and initiatives.

• Lead the development of planning calendars, strategic meetings and off-sites, prioritization activities and weekly senior staff agenda topics (accountable for summarization of key points, running meetings and action item tracking).

• Act as a liaison to the extended leadership team through planning, coordinating and hosting informative and interactive planning sessions. Ensure that strategic planning efforts are informed by this critical feedback loop, while keeping the extended leaders aligned on the latest strategy and decision making.

• Partner with Fidelity Charitable senior leaders to support planning, activity development and facilitation of strategic offsites and executive meetings. Lead the creation of agendas, desired outcomes and influence the direction of discussions, while encouraging straight-forward debate to enable teams to work better together and drive better outcomes.

• Support, coordinate and take accountability for ad-hoc strategic presentations and/or projects (often directly for Fidelity Charitable’s President or senior leadership team members) to other business units, Fidelity Charitable’s Trustees, Fidelity senior management, regional leadership or other groups as necessary; working cross-functionally to determine and develop appropriate content, messaging and presentation. Lead and own the process start to finish).

• Undergraduate degree required; MBA or relevant master's degree preferred

• Minimum of 15-20 years of career experience, which should include a successful record of accomplishment of developing business strategy, financial modeling and analysis, business planning and demonstrated execution and success of strategies and plans within business.

• Vice President level experience in business planning preferred

• Success in providing information and direction to senior leadership for decision making

• Demonstrated ability to work with ambiguity and sophisticated strategic analysis projects

• North Carolina regional location is a requirement

• Seasoned leader with outstanding interpersonal and communication skills, both verbal and written, and exhibits confidence or is comfortable presenting to senior executives. Can navigate complex relationships, forge critical partnerships, influence effectively and develop solutions which result in mutually beneficial outcomes.

• Strong analytical and project management skills

• Ability to strive in an execution-focused individual contributor role

• Self-starter who is able to bring together diverse perspectives and drive action and desired outcomes

• Ability to influence without direct reporting authority across multiple teams and levels

• Effective communication (written, verbal and PowerPoint storytelling)

• Ability to visually communicate financial and strategic concepts

• Ability to quickly synthesis substantial amounts of information

• Excellent relationship building and high-emotional intelligence

• Must bring flawless hands-on execution and results in role of organizational navigator and collaborator.

• Experience with several business units at Fidelity is a plus

The Team

Fidelity Investments is the service provider to the Fidelity Investments Charitable Gift Fund (“Fidelity Charitable”), an independent public charity that has helped donors support more than 300,000 nonprofit organizations with more than $42 billion in grants.

The mission of Fidelity Charitable is to further the American tradition of philanthropy by providing programs that make charitable giving simple, effective, and accessible. Fidelity Charitable 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 administrative and investment management services.  Administrative Services include, but are not limited to: Program Development, Marketing, Service Delivery, Relationship Management, Billing, Technology, Risk and Compliance, and Fundraising.  For more information about Fidelity Charitable, visit https://www.fidelitycharitable.org.

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, or by calling 800-835-5099, prompt 2, option 3.