Job Description:
The Role
If you are a leader who is passionate about shaping and growing Fidelity's Wealth Management (WM) business, we want to speak to you!
The VP, Core Wealth Offerings role leads Offering Definition and Development and enables Commercialization activities for the Wealth Management offerings. Key responsibilities include: designing and defining offerings and value propositions; shaping client segmentation and prioritization; developing business strategy, goals, and Key Performance Indicators to reach desired outcomes; and driving integrated execution plans for these desired outcomes.
The Core Wealth Offerings leader will be accountable for addressing the key needs of our target clients by bringing deep market and industry knowledge to deliver differentiated value through our Wealth Management offerings. The role requires navigating multiple partners and processes to shape and articulate our offerings to clients and drive adoption and understanding across Distribution, while ensuring alignment with compliance and regulatory standards.
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The Expertise and Skills You Bring
- Bachelor's Degree required, MBA a plus
- 15+ years of shown experience in financial services, with focus in strategy and/or consulting, managed solutions, financial planning, distribution, and service models
- Financial Services certifications encouraged but not required such as Certified Financial Planner designation and FINRA series 7, 24 and 66 licenses.
- Understanding of Fidelity's retail distribution model, digital experience platforms, advisory offerings, and financial planning capabilities
- Familiarity with Wealth Solutions clients, value propositions, business and distribution models, and spectrum of offerings within Fidelity Wealth and beyond
- Leadership skills to lead a cross-functional team within and outside of the commercialization team, including business partners in product, marketing, distribution, AI, personalization, research, measurement and analysis teams
- Listening skills to integrate different perspectives and achieve better outcomes
- Strategy and execution skills to establish strategic plans, growth objectives and Key Performance Indicator targets
- Strong analytical and interpersonal skills
- Creativity, innovative approach , and a growth demeanor
- Presentation and persuasion skills to achieve consensus with multiple audiences
The Team
Wealth Offerings is a critical part of the Wealth Management and Retirement Offering team in the Wealth Solutions (WS) domain. The role partners across Fidelity Wealth, Brokerage, Workplace, Marketing, CKSI, Distribution, Legal, Risk and Compliance.
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. 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 all business days of every other week in a Fidelity office.
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.