Strategy and Planning Manager

About the Opportunity

Job Type: Permanent

Application Deadline: 27 April 2026

Job Description

                                                                                                

Title                 Strategy and Planning Manager

Department    Fidelity Business Consulting

Location          Hong Kong

Reports To      Associate Director, Fidelity Business Consulting

Level                5

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
 

The Fidelity Business Consulting (FBC) is a high-profile specialist team, acting as a strategy, business consulting and corporate development partner to all parts of the Fidelity International business (FIL). It participates in some of the most important and visible strategic initiatives within FIL, with daily interaction with the most senior leaders at FIL.
 

The team supports senior leaders in the research, development, appraisal and execution of business strategies including but not limited to: enterprise vision and strategy, business unit and country strategy, segment strategy, strategic initiative development, resource planning and prioritisation, and performance measurement.
 

The team also guides any corporate development, merger and acquisition and strategic partnership activity across the business. In addition, the FBC team are often called upon to execute ‘special projects’ that may sit outside of the normal scope of FIL’s business.
 

With a scope that is business-wide and global, the team has a unique vantage point from which to lead strategic analyses and projects across the full breadth and reach of the firm.

About your role
 

The Manager will be part of Fidelity Business Consulting’s globally integrated team, supporting a broad range of consultancy, strategy, and business development initiatives. This includes contributing to strategic projects, developing business plans, and supporting M&A activities.
 

Whilst the role is based in Hong Kong, occasional travel to other FIL sites may be required.

Key Responsibilities

The daily nature and focus of the Manager’s work will be shaped by business priorities, but will include:

• Strategic Research & Analysis
  • Conduct research and deliver insights on market trends, innovations, regulatory developments, and competitors that may impact the business and its future propositions
     
• Corporate Strategic Planning
  • Support periodic strategy refresh of the firm’s 5-year vision and strategy
  • Assist in preparing materials and communicating strategy to the Board and key stakeholders
     
• Business Strategy, Strategic Initiatives & Project Delivery
  • Support strategy projects with senior sponsors (e.g. Business Unit Heads, Country-Leads and Divisional Leads) to define multi-year business strategy, through market analysis, customer insights, and competitive benchmarking. Formulate strategic options, and prioritise through analysis and workshops
  • Contribute to specific workstreams on major strategic initiatives, or deliver smaller projects independently
     
• Merger & Acquisitions
  • Support the assessment and development of inorganic opportunities, including evaluation, due diligence, execution, and post-merger integration as required
     
• Stakeholder Management
  • Build and maintain strong relationships with key stakeholders across the global organisation.

About you

Experience and Qualifications Required

• 3-5 years of experience in strategy consulting or corporate strategy, gained with a top-tier management consultancy or in-house strategy function
• Strong analytical and problem-solving skills, with solid grounding in strategy frameworks and financial analysis
• Knowledge and genuine interest in the financial services sector, ideally previous experience in asset and wealth management
• Effective communicator, able to present ideas clearly and articulate insights with clarity and impact
• Collaborative team player with a proactive and ‘can-do attitude’, able to work independently when required
• Experience of building relationships, with ability to collaborate with cross-functional teams in an international environment
• Proficient in PowerPoint and Excel for analysis and presentation development
• Financially literate - MBA, CFA or an equivalent professional qualification is a plus

• Fluency in English, competency in other languages such as Mandarin Chinese, will be highly advantageous
   

Personal Characteristics

• Motivated, passionate, driven, self-starter who thrives on responsibility and sees challenges as opportunities
• Innovative, flexible, agile - willingness to ‘roll sleeves up’
• Natural relationship builder & influencer; good self-awareness; ability to work constructively across levels of seniority and functions
• Eye for detail; drive for quality
• Dependable, delivers no matter what; ability to work to tight deadlines when needed
• Desire to develop a broad knowledge of the asset and wealth management sector

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.