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