Director, Brokerage Strategy

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Job Description :

Director, Strategy, Fidelity Brokerage

The Role

The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts in support of development and ongoing management of an integrated growth strategy for Fidelity Brokerage as well as projects focused on the business’s strategic priorities.

This role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance as well as leaders across business units.

The Expertise and Skills You Have

• Lead or contribute to project work to develop integrated 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 inform strategy; with clear articulation of our positioning v. competitors and Fidelity’s relative areas of strength and opportunity.

Inform new growth and commercialization options as well as potential challenges within competitive and consumer trends and overall market context.

• Define customer and business goals and metrics aligned with strategy, partnering with finance on scorecard and KPIs. 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 customer factbase, in partnership with Analytics, to inform strategy. Partner with Brokerage Product Strategy team to continue to elevate segment strategy to drive results and strengthen articulation of strategy.
• Author compelling materials to effectively 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.
• 5-8+ years of management consulting or corporate strategy experience.
• MBA degree or equivalent preferred (or similar experience).
• Top-tier 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 aptitude for problem solving using both fact-based and hypothesis-driven approaches.
• Experience leading and 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 effectively challenges the status quo and drive tough decisions.
• Executive communication skills and ability to craft compelling, executive level presentations.
• Strong organizational navigator and teammate who finds common ground and can drive alignment among management, colleagues, and peers using both personal interactions and written communications.

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