At a Glance
- Tasks: Lead strategic initiatives to drive business growth and enhance client outcomes.
- Company: Join Fidelity International, a global leader in investment services with a collaborative culture.
- Benefits: Enjoy a comprehensive benefits package, flexible working, and support for your professional development.
- Other info: Dynamic environment with opportunities for continuous learning and career advancement.
- Why this job: Make a real impact in the financial services industry while growing your career.
- Qualifications: Strong analytical skills, financial acumen, and experience in stakeholder management required.
The predicted salary is between 72000 - 88000 £ per year.
- About the Opportunity
- Job Type: Permanent
- Application Deadline: 16 November 2026
Title: Associate Director - Client Propositions, Investments & Product Department GPS Client Propositions
- 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 changes and prioritising both organisational strategic and operational needs.
- 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 that 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.
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Associate Director - Client Propositions, Investments & Product employer: Fidelity International
At our London office, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Equity Research Analysts to thrive. With a strong emphasis on employee development, we offer comprehensive benefits and flexible working arrangements, ensuring that you can balance your professional and personal life while contributing to meaningful investment decisions. Join us to be part of a dynamic team where your insights are valued and your growth is prioritized.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director - Client Propositions, Investments & Product
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Fidelity International. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Fidelity International.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Fidelity International. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Associate Director - Client Propositions, Investments & Product
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Fidelity International and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Fidelity International how you can be a team player!
How to prepare for a job interview at Fidelity International
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Fidelity International.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Fidelity International's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
