Director, Strategic Planning & Analysis

Company: Fidelity Investments
Location: Smithfield
Posted on: September 24, 2022

Job Description:

Job Description:As a member of the Regional Center Strategic Planning team within Fidelity s Personal Investing business, the Strategic Planner works to ensure PI Regional Centers have the right resources at the right time, to efficiently deliver a world class experience. This key planning role delivers targeted resourcing needs for key inbound client functions, utilizing niche software and creative forecasting methodologies. A successful analyst will deliver quality national headcount plans, as well as annual budget and multi-year plans. This role will also have an opportunity to make a difference in future performance by building rapport with key business partners including operations teams, function leads, RC Transformation, resource planners, and field leadership.This role supports the Personal Investing Regional Centers, delivering practical resource plans that impact a growing base of associates and front-line leaders (currently over 13,000). These associates within the PI Regional Centers work every day to inspire better futures for our customers, by helping them pursue their dreams and live fulfilled lives.The Expertise You Have

• Demonstrated skills for analyzing data and delivering insights and recommendations, enabling business partners to make critical decisions
• 3+ years of either operations, workforce management or call center experience preferred
• Bachelor s degree in business fieldThe Skills You Bring
  • You bring quantitative skills that help to identify patterns and trends that can be incorporated into staffing and forecast models
  • Your consistent track record to take initiative, manage multiple tasks, monitor and respond to unforeseen dependencies, and work within condensed timelines
  • Your honed interpersonal skills with an ability to communicate effectively with a diverse set of business partners, proactively raise issues, and solve problems as they arise
  • Your attention to detail, project management and prioritization skills, including ability to balance multiple efforts and customers
  • You are a great teammate, flexible and self-motivated individual that will bring energy, passion, and intellectual curiosity to the roleThe Value You Deliver
    • Providing reliable staffing / headcount plans for each customer facing PI function you support
    • Maximizing data from operational reporting, as well as insights from field and strategic leadership teams, to forecast key demand and staffing inputs
    • Coordinating with several key groups in the organization Finance, Operations, Talent Acquisition, L&D, RC Leadership, to gain approval and implementation of staffing / headcount plans
    • Partnering with various levels of the organization to highlight key metric trends that require attention and / or improvement
    • Proactively finding opportunities within the PI functions to improve operational efficiency and resulting headcount savingsPlease see below for the salary range for work locations in Colorado only:$85,000 - $150,000This position is eligible for incentive compensation or an annual bonus opportunity.Certifications:Company OverviewFidelity 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 UsAt 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 Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .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 Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Providence , Director, Strategic Planning & Analysis, Executive , Smithfield, Rhode Island