Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Director, Brokerage Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance – as well as leaders across business units.

• 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, articulate 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 key strategies 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

The Expertise and Skills You Have

• 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 drives 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

The Team

The Brokerage Strategy & Planning team serves as the central catalyst for defining and driving the business’s long‑term direction. The team partners closely with senior leadership to shape strategic priorities, assess market and competitive trends, and translates enterprise objectives across our organization. Through rigorous analysis, cross‑functional alignment, and disciplined planning, the group ensures Fidelity Brokerage is positioned to capture growth opportunities and execute with clarity and focus.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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