Job Description:
Role
As Vice President, Wealth - Fidelity Consulting you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Wealth Business. Our projects aim to solve the most critical business issues, and your role is highly valued by Wealth business leaders to drive critical thinking forward. Your thought leadership, team management, and client relationships help to shape the future of the Wealth business. In addition, your work as an integral member of the Fidelity Consulting ("FC") management team helps to strengthen our group.
Our Vice Presidents lead strategic projects critical to our Wealth business. These projects are typically staffed with three to six associates over a four-to-six-month timeframe. As Vice President, you help scope the projects, lead and manage workstreams, and partner with Wealth business leaders to drive successful outcomes.
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The Expertise and Skills You Have
- Demonstrated interest or experience in the financial services industry, with the strong knowledge of the Wealth Management industry, customers, and products and services
- Have worked in one or more areas of the Wealth Management or Consumer Payments industry with direct experience with customers, products, or services
- The position requires significant consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top tier consulting firm.
- You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
- You have both the flexibility and the skill to lead and contribute to teams.
- MBA degree or equivalent degree or experience is preferred
- Certified Financial Planning (CFP) certification a plus.
- Experience with project and team management, specifically including strategy development, evaluation of new Wealth Management or Consumer Payments products and services, and business transformation
- In depth understanding of the Wealth Management industry market dynamics, economic structures, competitor landscape, products and offerings and customer trends
- Understanding of key wealth management activities including wealth and estate planning, managed investment solutions, tax-efficient investing, personal trust strategies, asset protection, consumer payments
- Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research
- Capable of influencing and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of researched based conclusions.
- Ability to bring ideas to increase collaboration between the Wealth organization and broader Fidelity.
- Ability to assess risk and operationalize findings - turning research into actions
- Proficient in quantifying challenges and requirements related to execution
- Driver of decisions in complex environments with multiple partners
- Adept at leading multiple projects/initiatives at once
- Skilled in building relationships with peers and executives in a variety of capacities
- A desire to work with people development and mentoring
- Leading and delivering complex strategic, groundbreaking, and growth projects aligned to key priorities within the Wealth business
- Interacting with Fidelity associates at more senior levels, gathering data and input and helping build consensus with key partners
- Directing various analyses, including market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis/modeling
- Leading the development of insights to build new Wealth Management and Consumer Payments strategies or products/services and developing recommendations for improving business processes, working closely with the Wealth Team or potential alliance partners
- Preparing and delivering presentations to senior executives.
The Team
Fidelity Consulting ("FC") consists of ~100 strategy consultants, some like yourself, who are directly aligned to a business unit, and others who move across projects as business need dictates. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful and rigorous analysis, and by providing provocative points of view. We deliver value in a variety of ways, from leading projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges - ultimately preparing you for increasing leadership roles at Fidelity.
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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.