Job Description:

The Role

Does being a part of the team at Fidelity that will bring innovative Alternative Investment solutions to customers excite you? If you answered yes, keep reading!

Alternative Investments is a Top 25 Enterprise Priority at Fidelity. The Consultant is a critical role in helping to design, develop, and deploy strategic Alternative Investments offerings for Fidelity. The successful Consultant is a highly motivated 'self-starter' with a sense of ownership and who possess a 'one Fidelity' customer attitude, a collaborative approach, and an open and innovative mentality to work through complex scenarios! In the role, the focus will be on:

Identifying the needs and problems for our customers.Leading or supporting ideation, development, and execution of new offerings and capabilities to help clients better meet their financial goals.Driving or supporting key aspects of the strategy and product development life cycle including business case development, research and development, business requirements, go-to-market, and designing and implementing end-to-end customer experiences.Identifying critical business insights based on external market research, competitive intelligence, customer and advisor research, and internal Fidelity opportunities.Working across Fidelity with internal and external business partners to optimize associate and customer experiences that address the needs of our customers.The Expertise and Skills You BringBachelor's or equivalent with 8+ years of experience or Masters with 6+ years of experience. CAIA, CFA, CFP, all are a plus.Product management experience, a plus.Business strategy or consulting experience, a plus.Understanding of Fidelity’s wealth offerings and experiences, a plus.Strong project management skills and driven to own several initiatives at once.Strong analytical and interpersonal skills; strong listening skills to integrate different perspectives and achieve better outcomes.Strong presentation skills to achieve consensus with multiple audiences, including regular presentations to senior Fidelity leaders.Cross-functional collaboration skills to navigate an environment with a range of priorities and perspective.Ability to think broadly about both digital and live channel experiences, as well as how unique elements fit together.Demonstrated experience in articulating customer needs in the design of products and solutions.The Team

You will be a critical and valued member of the Strategic Initiatives Team within Wealth Alternatives and Investment Solutions, within Fidelity Wealth. The Consultant will collaborate with key partners across the broader Wealth Alternatives, Wealth Solutions Delivery, Wealth Distribution, and Asset Management organizations to support the delivery of strategic initiatives, new client experiences, and new offerings.

Certifications:

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.