Job Description:

Vice President, Planning & Execution

The Role

The Vice President, Planning & Execution within Service Delivery & Operations will serve as a strategic leader responsible for connecting functional strategy to operational execution across Fidelity Charitable Services & Operations teams. This leader will lead all aspects of planning, programs execution and delivery of complex initiatives that drive operational & service excellence, improving client experience, and accelerating Fidelity Charitable transformation efforts.

Working closely with leaders and collaborators, this leader will ensure Service Delivery & Operations initiatives are prioritized and planned. They will also ensure these initiatives are delivered with precision, transparency, and measurable business outcomes. The ideal candidate brings a proven track record of leading a strategy & planning team with oversight over large-scale, cross-functional programs and building alignment across diverse partner groups in fast-paced, matrixed environments.

Note: Fidelity is not providing immigration sponsorship for this position

The Expertise and Skills You Bring

• Own the planning process across Service Delivery & Operations to align functional objectives with Fidelity Charitable and broader enterprise priorities.
• Translate functional strategy into clear operational plans, performance metrics, and success measures.
• Lead all aspects of execution of functional initiatives that improve client and associate experiences, operational efficiency, minimize risk, and accelerate digital service capabilities
• Drive accountability, risk management, and dependency coordination across teams to ensure timely, quality outcomes.
• Implement, partnering with Quality Control and Risk functions, governance frameworks that balance agility with compliance and process controls
• Partner with stakeholders across the Services and Operations function, Fidelity Charitable, and enterprise functions to ensure transparency, clarity, and alignment on fraud prevention efforts.
• Provide streamlined executive presentations and synthesized performance reporting to support strategic decision-making.
• Integrate operational readiness, compliance, and control considerations into initiative planning and delivery partnering with Portfolio Delivery.
• Anticipate and mitigate risks while maintaining business continuity and client satisfaction.
• Champion with other teams’ process optimization and continuous improvement initiatives to drive scalability and digital & operational maturity.
• Lead cross-functional associate communication and engagement strategies to ensure alignment, adoption, and momentum through sophisticated change.
• Bachelor’s degree required; MBA or an advanced degree with equivalent experience preferred.
• 12+ years of progressive leadership experience in strategy, program management, or operations within large, complex organizations, preferably in financial services.
• Proven success in leading transformation efforts and operational initiatives from strategy to execution.
• Deep understanding of operational governance, risk, and planning frameworks within changing environments.
• Exceptional executive verbal and written communication, relationship-building, and influencing skills.
• Strong analytical and problem-solving capabilities with a focus on business value and measurable results.

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Certifications:

Category:

Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.