The Expertise and Skills You Bring

• Results-oriented collaborator and consultant with a passion for FinTech and a deep understanding of the wealth management industry, competitive landscape and broader industry trends
• Experience supporting large, complex, enterprise intermediary clients and an ability to understand and assess customers' needs, operational workflows, scoping the technology solution with collaboration from key business partners and recommending solutions that optimize value for the prospect/client and for Fidelity.
• Excels at establishing relationships and networks; influences peers, stakeholders, and senior leaders to achieve outcomes with a focus on continuous learning.
• Strategic problem solver, proven execution, data based and analytical approach to solving problems.
• Consistent track record to manage through influence and serve as trusted business advisor to leaders in a matrixed organization.
• 10+ years in wealth management, FinTech or related industry experience
• BS/BA degree required; MBA preferred.
• Series 7 required (pass within 90 days)

• You have a passion for engaging with firms (both clients and prospects), gaining insight into opportunities and challenges, developing and delivering strategies to grow, scale and improve client relationships
• You are collaborative, influential and effective in connecting with leadership and field associates (Sales and Relationship Management), uncovering prospect and client opportunities to engage, driving assets, revenue and deepening relationships.
• You have an understanding of Fidelity and 3rd party solutions for firms, while having deep insight into selection, implementation, configuration and optimization
• You have excellent presentation skills and can represent Fidelity at client & industry conferences as well as effectively present the Fidelity Wealthscape platform to illustrate key capabilities and integrations
• You are analytical and an outstanding listener who is able to discern client concerns and provide key insights to address client and prospect needs and help advise internal partners' product vision and roadmap.
• You can Play a key role in helping regional field associates understand the platform roadmap and strategies to execute against client and prospect opportunities.
• You work well independently, yet are a dedicated team player - possessing strong collaboration and influencing skills, while continuously developing yourself and enhancing teammates' capabilities
• You can adapt and thrive in a fast-paced environment, executing on multiple priorities, meeting deadlines, and consistently delivering strong results
• 30% travel expected

The Team

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 8 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.

Fidelity Institutional provides a comprehensive clearing and custody platform, technology solutions and integrations, brokerage, investment and reporting services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices wealthy families

The base salary range for this position is $100,000-$169,000 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

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.