Director, Planning & Strategic Initiatives

Job description

Job Description: Director, Planning & Strategic Initiatives The Director of Planning & Strategic Initiatives for WIIM & FWC, is a strategic role that partners with the Head of Workplace Inclusion, Insights, and Marketing to lead the business planning process, executive management routines, and strategic prioritization for WIIM. This role will also partner with Head of Fidelity Workplace Consulting and other senior leaders within WI CEG to lead strategic initiatives for FWC & broader CEG organization. Reporting to Head of Insights and Integration, this individual will be a key member of the team working across Relationship Management, Sales, WIIM, and FWC driving increased synergies and insights for this group. The Expertise and Skills You Bring Bachelor’s degree required; MBA degree or equivalent degree or experience is preferred. 5+ years of relevant experience, preferably in business management / consulting / strategy / planning. Experience working in the Workplace Investing business desired. Demonstrated interest or experience in the financial services industry, with the strong knowledge of the retirement and/or healthcare benefits industry, customers, and products and services....