Fidelity Investments · 1 week ago
Director, Strategy & Investment Decisioning
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expFidelity Investments is focused on modernizing their contact center to enhance customer interactions. They are seeking a Director of Strategy & Investment Decisioning to lead strategic technology investment decisions and guide cross-functional initiatives, ensuring alignment with business architecture and technology strategy.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Owning projects end‑to‑end, from problem framing through final recommendations
Developing insights and actionable recommendations grounded in data and stakeholder input
Ensuring quality and accuracy of analyses, deliverables, and team outputs
Leading collaboration with Architecture, Finance, Product, and Operations to drive alignment and project success
Managing dependencies, risks, and impediments, escalating when needed
Partnering across levels of the organization to build alignment and guide project team members
Creating clear, executive‑level communications that translate complex ideas into compelling recommendations
Qualification
Required
BA degree or equivalent work experience; MBA is a plus
10+ years of experience in business analysis, finance, business architecture, or transformation roles
Or 7+ years of management consulting or equivalent experience (e.g., investment banking, corporate strategy), ideally with an MBA from a top-tier program
Proven ability to lead multi-month, complex strategic engagements end-to-end, guiding small teams and influencing senior stakeholders without direct authority
Senior-level communication skills, written and verbal, with the ability to deliver clear, executive-ready messages
Strategic influence with demonstrated ability to align diverse stakeholders and drive decisions
Experience developing business capability models and translating them into actionable investment implications and architectural recommendations
Strong background in top-down strategy development that connects high-level objectives to executable plans and measurable outcomes
Track record of taking a whole-business view, applying top-down thinking to complement bottoms-up analysis
Ability to synthesize business, technology, and financial perspectives to shape long-term investment decisions
Ability to bring structure to ambiguity, create clarity out of complexity, and lead teams through change
Demonstrated ownership mindset with a track record of delivering outcomes on high-stakes, cross-functional initiatives
Experience leading day-to-day work of project team members, including planning, feedback, and quality control
Data-driven decision making, using quantitative and qualitative inputs to recommend the best path forward
Comfort operating in fast-paced, highly matrixed environments with shifting priorities
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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