Vice President, Strategic Client Consultant

Job Description

The Role

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.

The base salary range for this position is $124,000-$262,000 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 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.

Certifications :

Series 07 FINRA, Series 63 FINRA