Director, Bank Strategy

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Job description

Job Description:

The Corporate Treasury Bank Strategy & Technology Services team supports Fidelity Investments holding company, FMR LLC and its private equity and venture capital arm, Devonshire Investments (DI) on banking services including payment technology, internal and external credit facilities, and oversight of FMR s portfolio of minority investments in banks. The position reports to the SVP of Bank Strategy and Technology Services.

The Role

This person will play a key role in assisting the SVP of Bank Strategy and Technology Services provide oversight of the portfolio of Fidelity s minority investments in banks. Responsibilities will expand over time but currently include:

• Monitoring financial performance
• Coordinating new product development with relevant groups across FMR
• Executing launch or implementation of new products
• Tracking performance of various products launched
• Ensuring appropriate FMR governance (e.g., Board seats)
• Creating a forum where our bank portfolio companies could engage with each other to share best practices/ideas
• Helping develop an infrastructure to address audit and risk findings and to develop adequate controls and policies and procedures
• Monitoring reliance on bank partners, their exposure to changes in the financial markets and developing contingency plans for extreme financial market conditions

Expertise and Skills You Bring

• Bachelor's degree with 10+ years of experience or MBA with 8+ years of experience
• Excellent research skills the ability to gather and synthesize materials on companies, products, industries and effectively communicate findings
• Advanced analytical and valuation skills
• Expertise in Microsoft Excel and PowerPoint
• Strong product management, interpersonal, written, and oral communication skills
• Results-oriented, versatile and self-motivated
• Ability to work well independently and on a team

Certifications:

Company Overview

Fidelity 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 Us

At 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 top 10 Best Place to Work in 2024. 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.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to .

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