VP, New Business Development

Job Description :

The VP, New Business Development is responsible for managing the opportunity pipeline and development of new business cases to achieve brokerage goals and strategies.

This individual will work collaboratively with our brokerage strategy leaders, product teams, enterprise partners to develop new business cases and new investment opportunity that will be reviewed by senior management at our quarterly investment committee.

They will work in partnership with our customer and product strategy leaders along with Finance, Delivery, Analytics, UX Design and Research, and technology leaders to evaluate, size, and build the business cases to help prioritize our existing resources or new investment spending.

You will be part of the Brokerage Customer and Product strategy organization responsible for commercializing our brokerage offering to drive growth within the self-directed investing markets and customer segments.

The Value You Delive r

• Scans competitive and technology markets, in partnership with business, enterprise and others, to help generate business cases and new market opportunities.
• Partners with the enterprise, customer strategy, and product delivery teams to drive discovery and research new business opportunities.
• Drives business case development and other strategic analyses through collaboration with key partners to create recommendations.
• Partners with UX Design and Research to build our solution concepts and designs of new offerings.
• Works with Customer and Product strategy teams to define new offerings, pricing, and execute research to assess demand.
• Structures and organizes quarterly opportunity pipeline reviews to enable strategic dialogue and decision-making for Brokerage senior management team.
• Partners closely with delivery teams, customer and product strategy, and live channel to capture and evaluate and vet new ideas.
• Partners with analytics and research teams to identify opportunities based on competitive and customer research, to grow market share with our key segments and offerings.
• Partners with finance to develop business cases for new offerings.

The Skills and Expertise You Bring

• MBA or equivalent is preferred.
• 10-15 u002B years of relevant work experience with a background in product strategy or consulting within the financial services industry
• Business case and strategy development experience working across a variety of stakeholders.
• Experience engaging with senior internal and external customers and partners to build business cases or opportunity sizing.
• Financial services experience with experience navigating large complex organizations.
• Serves as an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy.
• Experience defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.
• Strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and levels of the organization.
• Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.

Certifications : Company Overview

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 u2014we 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

[email protected]