About the Opportunity

Title            Associate Director - Client Propositions, Investments & Product

Department     GPS Client Propositions

Location          London

Reports To       Head of GPS Client Propositions

Level               7

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this?

By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About your team
 

With a global presence across more than 25 locations around the world, Fidelity International provides investment services and retirement expertise to everyone from central banks and financial institutions to wealth managers
and private individuals. The goal of the Global Platform Solutions team is to build a profitable $500bn business by becoming the partner of choice for all an individual’s and family’s financial needs.

About your role

The purpose of the role is to support the commercial success of GPS by ensuring strategic priorities, investment decisions and change initiatives are aligned to client needs, business growth objectives and financial outcomes.

Business Performance & Growth

• Co-ordinate the Client Strategic Roadmap Group (CSRG), ensuring discretionary investment and change activity is prioritised in line with business strategy, client outcomes and commercial objectives.
• Own and evolve the 'ABC' prioritisation framework, providing clear criteria to support effective investment and resource allocation decisions.
• Support the development and challenge of business cases across GPS, ensuring initiatives deliver tangible business value and strategic alignment.
• Partner with Enterprise Change and Platform teams to align business planning, change delivery and resource allocation decisions.
• Work closely with Finance to coordinate planning cycles, track delivery against financial objectives and measure outcomes.
• Assess the commercial impact of strategic initiatives and identify opportunities to improve business performance, operational efficiency and client outcomes.

Client & Market Focus

• Work as part of the Client Propositions Management team to ensure GPS delivers strong client outcomes while supporting the wider GPS business strategy.
• Support strategic client-facing activities, including key client engagements and governance board interactions, providing insight and analysis that supports informed decision-making.
• Partner with the Client Propositions Strategy team to translate strategic objectives into executable plans, measures and outcomes.
• Ensure strategic roadmaps, priorities and investment decisions remain aligned to evolving client needs, market developments and business objectives.
• Maintain awareness of client, industry and competitor trends to inform strategic planning and prioritisation decisions.

Decision Support

• Create and operationalise a KPI and performance management framework across GPS, including goal-setting, performance measurement and reporting.
• Establish effective planning and reporting routines at all levels of GPS, including reporting to the GPS Senior Leadership Team.
• Provide inputs into Enterprise QSR, QVR and QPI activities, ensuring GPS priorities and performance are accurately represented.
• Oversee the production of meaningful management information and performance reporting that measures delivery against strategic objectives and KPIs.
• Provide insight, challenge and recommendations to senior stakeholders, supporting effective commercial decision-making and strategic investment choices.
• Drive alignment of goals, objectives and outcomes across GPS through robust governance, reporting and performance management processes.

About You

We are seeking a commercially minded leader with the ability to combine strategic thinking, financial acumen and stakeholder influence to drive business outcomes.

Experience, Skills and Leadership Capabilities

• Demonstrated ability to develop, evaluate and manage business cases, financial plans and resource allocation decisions.
• Experience leading financial and business reporting activities, translating complex information into clear insights for senior stakeholders.
• Strong understanding of the financial services industry, ideally within asset or wealth management.
• Proven ability to communicate effectively, influence decision-making and build productive relationships across functions and levels of seniority.
• Highly analytical, with the ability to interpret data, identify trends and make evidence-based recommendations.
• Experience leading, developing and coaching team members, creating an environment that supports performance and career growth.
• Demonstrated ability to manage multiple priorities, maintain high standards of quality and deliver results to agreed timescales.
• Experience operating in a dynamic environment, adapting to changing priorities and contributing both strategically and operationally when required.
• Commitment to continuous learning and developing broader knowledge of the asset and wealth management industry.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.