Strategic Planning Director jobs in Rhode Island
Strategic Planning Director directs and oversees an organization's strategic and long-range goal planning function. Drives strategic initiatives and supports the development of long-term growth plans and profitability goals. Being a Strategic Planning Director analyzes emerging industry trends, expansion opportunities, including mergers and acquisitions, competitive threats, the viability of outside business partners, and sources of capital. Establishes and retains relationships with industry analysts and the investment community. Additionally, Strategic Planning Director utilizes data-driven methodologies to analyze business performance metrics and process improvement options effectively. Develops reporting and tools to communicate strategic plans and concepts to leadership. Conducts periodic status reviews of organizational goals and objectives to identify roadblocks to progress. Requires a bachelor's degree. Typically reports to top management. The Strategic Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Strategic Planning Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Recently Added Strategic Planning Director jobs
Director - Communications Consultant, Strategic Market
- Fidelity Investments
-
Smithfield, RI
FULL_TIME
-
2021632-6
Job Description
As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets.
The Expertise You Have- Experience in employee benefits communications and/or financial services preferred
- Client consultation experience
- 5 years creating communication strategies
- FINRA Series 7 and 63 licenses preferred (or required within 90 days)
The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities- Manage the creation and deployment of communications related to the 401k plan and associated Fidelity products and services
- Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
- Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
- Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
- Communicate operational updates to participants such as fund or fee changes
- Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
- Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
- Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
- Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
- Measure and report successes/opportunities based on the results of our communications
- Estimate cost of projects and bill for our services (when applicable)
- Highly organized
- Ability to work independently or collaboratively based on the circumstances
- Creative problem solving
- Strong attention to detail
- Ability to juggle multiple, competing priorities
- Active and effective listening skills
- Data driven mindset
- Curiosity and the desire to learn
- Executive presence with the ability to present a variety of topics with confidence
- Team player who is willing to help the broader organization
- Ability to influence client direction and decisions
- Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
- Ability to travel up to 25% of the time
Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors.
Certifications
Series 07 - FINRA, Series 63 - FINRA
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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 fidelitycareers.com.
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 accommodations@fmr.com. - 11 Days Ago
Planning Intern
- AECOM
-
Providence, RI
INTERN
- **Company Description** **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transf...
- 13 Days Ago
Survivor Outreach Services State Coordinator
- Strategic Resources, Inc.
-
Cranston, RI
FULL_TIME
- Job Description About us Strategic Resources, Inc. (SRI) is an international, ISO 9001:2015 Certified, CMMI Level 3 Rated full-service provider with more than 34 years of experience in the Federal, Mi...
- 2 Days Ago
Clerical Assistant
- Pathways Strategic Teaching Center
-
Warwick, RI
PART_TIME
- The Clerical Assistant position is Part Time/20 Hours per week and offers a Highly Competitive Compensation. Outstanding Benefits include: 13 Paid Holidays Paid Time Off (PTO) Medical, Dental & Vision...
- 6 Days Ago
Financial Manager (NUWCDIVNPT)
- Strategic Technology Institute Inc.
-
Newport, RI
FULL_TIME
- Job DescriptionAbout STi:Strategic Technology Institute, Inc. located in Rockville, MD, is a technology services company with an excellent reputation and a twenty-year history of sustained performance...
- 1 Day Ago
Speech/Language Pathologist
- Pathways Strategic Teaching Center
-
Coventry, RI
FULL_TIME
- Speech-Language Pathologist, private, non-profit, comprehensive behavior analytic education and treatment program serving children (ages three to eighteen) with autism and related disorders. Responsib...
- 1 Month Ago
Strategic Planning Director jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Strategic Planning Director jobs
$242,015 to $314,594
Most Popular Cities in Rhode Island for Strategic Planning Director Jobs
What does a Strategic Planning Director do?
Strategic Planning Director in Modesto, CA
Rick is an international business attorney and currently sits on the Board of Directors and provides general counsel, risk management and compliance services to foreign companies entering the U.S.
January 18, 2020
Strategic Planning Director in Hialeah, FL
The not-for-profit organization is governed by an independent board of directors and is headquartered in Carmel, Indiana.
January 18, 2020
Whether your HR function is a department of one or of many, basic Human Resources strategic planning that includes internal organizational needs assessment and external benchmark comparisons is needed.
November 29, 2019
Strategic Planning Director in Norwich, CT
Strategic plans become the budget’s descriptive front end, often projecting five years of financials in order to appear “strategic.” But management typically commits only to year one; in the context of years two through five, “strategic” actually means “impressionistic.”.
January 25, 2020
Bridgespan Group Manager Laura Lanzerotti recently asked members of the Bridgespan LinkedIn communities about their organizations’ experiences moving from strategic planning to implementation.
February 03, 2020