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Fidelity Investments · 2 weeks ago

Vice President, Planning and Execution

Roanoke, TX

Full-time

Hybrid

Senior Level, Lead/Staff

12+ years exp

Fidelity Investments is seeking a Vice President, Planning & Execution to lead strategic initiatives within their Service Delivery & Operations team. This role involves connecting functional strategy to operational execution, ensuring that initiatives are prioritized, planned, and delivered effectively to enhance client experience and operational excellence.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Own the planning process across Service Delivery & Operations to align functional objectives with Fidelity Charitable and broader enterprise priorities

Translate functional strategy into clear operational plans, performance metrics, and success measures

Lead all aspects of execution of functional initiatives that improve client and associate experiences, operational efficiency, minimize risk, and accelerate digital service capabilities

Drive accountability, risk management, and dependency coordination across teams to ensure timely, quality outcomes

Implement, partnering with Quality Control and Risk functions, governance frameworks that balance agility with compliance and process controls

Partner with stakeholders across the Services and Operations function, Fidelity Charitable, and enterprise functions to ensure transparency, clarity, and alignment on fraud prevention efforts

Provide streamlined executive presentations and synthesized performance reporting to support strategic decision-making

Integrate operational readiness, compliance, and control considerations into initiative planning and delivery partnering with Portfolio Delivery

Anticipate and mitigate risks while maintaining business continuity and client satisfaction

Champion with other teams’ process optimization and continuous improvement initiatives to drive scalability and digital & operational maturity

Lead cross-functional associate communication and engagement strategies to ensure alignment, adoption, and momentum through sophisticated change

Qualification

Strategic planningProgram managementOperational governanceRisk managementChange managementAnalytical skillsCommunication skillsContinuous improvementRelationship buildingProblem-solving

Required

Bachelor's degree required

12+ years of progressive leadership experience in strategy, program management, or operations within large, complex organizations, preferably in financial services

Proven success in leading transformation efforts and operational initiatives from strategy to execution

Deep understanding of operational governance, risk, and planning frameworks within changing environments

Exceptional executive verbal and written communication, relationship-building, and influencing skills

Strong analytical and problem-solving capabilities with a focus on business value and measurable results