2103288
Job Description
The Role
As a Director, you will join Fidelity's Institutional Wealth Management Services’ (IWMS) Enterprise Consulting team and play an important role in delivering management consulting services to top clients and prospects with a focus on business strategy, service model, operations, products & services, and technology. Develop and exercise your wealth management acuity by helping financial intermediaries thrive while advising their strategy, identifying growth opportunities, improving their scale & efficiency, enhancing customer experience and practice management, and delivering insights that help drive confidence, clarity, and results. All while developing relationships across client leadership and with other industry centers of influence.
Further, you will support the development of standard methodologies, insights, and resources for broader Fidelity utilization as well as drive key internal projects that boost growth, scale, and efficiency for the organization. The role requires a standout colleague who works to improve the capabilities of the overall team, ultimately providing an outstanding experience to our clients and business partners.
Recent engagements included collaborating with a large insurance broker-dealer to help dimension opportunities to manage or reduce variable overhead costs through operations, service, and technology outsourcing (to Fidelity and/or other providers) to drive profitability. Other recent engagements have shared primary and secondary research to help intermediaries evolve their points of view on next generation clients and advisor mobility within the industry.
The
Expertise and Skills You Bring
- Undergraduate degree or equivalent experience required. Advanced degree preferred.
- Proven experience within the financial services industry
- 5+years management or other consulting experience is a plus
- Prior exposure to brokerage, wealth management, and/or RIA business models preferred
- Series 7 and 63 preferred. Required to acquire within 90 days
- Strong leadership
- Effective senior leadership communication and ability to influence
- Proven analytical, strategic-thinking, and critical problem-solving skills
- Outstanding presentation and communication skills, both verbal and written, with a sense of humor and a balanced perspective
- Strong drive and initiative with the ability to autonomously navigate ambiguity and occasional stakeholder indecisiveness
- Exceptional collaboration and team skills, contributing to the organization's collective knowledge and success
- Robust interpersonal and relationship building skills
- Acting as an engagement co-leader and subject matter expert, directly engaging in consulting projects to help clients achieve their goals
- Identifying Fidelity solutions that meet clients and prospective clients’ needs
- Finding and collaborating with third-parties to help clients implement our recommendations or benefit from additional expertise
- Partnering with Relationship Management and Sales, as well as internal business partners to identify key considerations and solutions that move clients toward achieving their goals
- Maintaining extensive knowledge of Fidelity’s products and solutions and the FI platform, as well as our competitive position within the marketplace
- Building and delivering clear, concise and insightful presentations to wealth management firms’ C-suites and Fidelity senior management teams
- Developing points of view and helping to shape and implement the strategy of the Enterprise Consulting team to increase the value we provide to clients and differentiate from the competition
The Team
Fidelity provides comprehensive clearing and custody solutions, brokerage services, investment products, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), broker-dealers, banks, insurance companies, retirement record keepers, and DCIOs. This role works closely with the sales and relationship management teams, as well as internal business partners within Fidelity Institutional and broader Fidelity, serving as a gateway to Fidelity products & services.
The base salary range for this position is $103,000-$218,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.
