FCFE Senior Manager of Operations and Planning

Job Description:

FCFE Senior Manager of Operations and Planning                                             

The Role

The Senior Manager, Operations and Planning drives the implementation and operational delivery of FCFE programs in support of Fidelity’s enterprise strategy to build generational advisor and relationship-based capabilities. This role leads and supports the orchestration and execution of initiatives, ensuring capabilities are delivered efficiently, consistently, and at scale.  Reporting to the Director of Operations and Planning, the Senior Manager partners closely on the ongoing management of events and programs associated with FCFE distribution and delivery partnerships. Operating in a highly cross-functional environment, the role collaborates with key business partners across Fidelity to drive alignment, operational readiness, and effective execution.

The Expertise and Skills You Bring

This role calls for a strong operator who combines disciplined execution with a structured, process-driven approach and a growth mindset. You are highly organized and execution-focused, with a natural ability to anticipate needs, identify opportunities to improve how work gets done, and help teams operate effectively and at scale. You bring strong listening, communication, and process-consultation skills, and you value building trusted, collaborative relationships that drive results across partners and teams.

 

·       Bachelor’s degree with 5 plus years of relevant, progressive experience

·       Demonstrated organizational strength with proven project and program management experience

·       Strong proficiency in Microsoft Word, Outlook, Excel, and PowerPoint; experience with Qualtrics and Zoom

·       Strong relationship management or workflow tools (e.g., Salesforce, Monday.com)

·       Ability to lead work independently and remain proactive in ambiguous, fast-changing environment

 

The Team

 

The Fidelity Center for Family Engagement (FCFE) strives to transform the wealth experience and the workplace by developing and delivering distinctive generational advisor and relationship-based capabilities. Through a mindset and skillset approach, we help families, advisors, associates, and leaders establish and maintain a deeper, more intimate connection as they navigate the complex emotional dynamics that arise in relationships.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $85,000-171,000 USD per year.  

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.

Certifications:

Category:

Program/Project Management