As a Vice President, you will join Fidelity Institutional’ s (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all aspects of a wealth management business – business strategy, service model, operations, products & services, and technology. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale & efficiency, enhancing customer experience, and delivering insights that help drive confidence, clarity, and results. This role will contribute to our success by driving commercial opportunities all while developing relationships across client leadership and with other industry centers of influence.
You will represent our offering as an ambassador in the industry – best practices, insights, and resources. The role requires a standout colleague who can engage with our largest firms and executive audiences, ultimately providing an outstanding experience to our clients and business partners.
The Expertise and Skills You Bring
• MBA degree or equivalent is preferred.
• 15+ years of experience within the financial services industry
• Consistent record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.
• Deep expertise in intermediary clients (RIA models preferred) with demonstrated success in consulting with executive leadership at intermediary clients and driving action from recommendations.
• Develop and maintain strong client relationships across multiple client constituencies including marketing, relationship management, technology, product and CE.
• Series 7, 63. Required to obtain within 90 days
• Outstanding 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 ability to take initiative
• Outstanding collaborative and team skills, contributing to the team’s collective knowledge and success
• Skilled in establishing relationships with peers and executives in a variety of capacities
• Working with the largest RIA client to drive their economic contribution to Fidelity; including providing leadership & support for competitive asset opportunities
• Acting as a leader and subject matter authority, directly engaging to help clients achieve their goals
• Identifying Fidelity solutions that meet clients and prospective clients’ needs
• 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
The Team
Fidelity Institutional (FI) provides a comprehensive clearing, custody, 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 FI and broader Fidelity, serving as a gateway to Fidelity products & services.
Our organization is the perfect place to hone your wealth management industry knowledge and have a tremendous impact on clients and on the FI organization. We are a highly collegial, close-knit group which thrives off outstanding perspectives and methodologies from our diverse associate base.