Job Description
The Role
As a Director, you will join Fidelity Institutional’s (FI) Enterprise Consulting team and play a critical role in delivering management consulting services to top clients and prospects with a focus on 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.
All while developing relationships across client leadership and with other industry centers of influence.
Further, you will support the development of best practices, insights, and resources for broader FI utilization as well as drive key internal projects that boost growth, scale, and efficiency for the organization.
The role requires a standout colleague who works to improve the capabilities of the overall team, ultimately providing an outstanding experience to our clients and business partners.
Recent engagements included consulting with a large insurance broker-dealer to help dimension opportunities to manage or reduce variable overhead costs through operations, service, and technology outsourcing (to Fidelity and / or other providers) to drive profitability.
Other recent engagements have shared primary and secondary research to help intermediaries evolve their points of view on next generation client and advisor mobility within the industry.
The Expertise and Skills You Bring
Undergraduate degree required. Advanced degree preferred.
10+ years of experience within the financial services industry
5+ management or other consulting experience is a plus
Prior exposure to brokerage, wealth management, and / or RIA business models preferred
Series 7 and 63 preferred. Required to obtain within 90 days
Strong leadership
Effective 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 initiative with the ability to autonomously navigate ambiguity and occasional stakeholder indecisiveness
Exceptional collaboration and team skills, contributing to the organization collective knowledge and success
Robust interpersonal and relationship building skills
Acting as an engagement co-leader and subject matter expert, directly engaging in consulting projects to help clients achieve their goals
Identifying Fidelity solutions that meet clients and prospective clients’ needs
Finding and collaborating with third-parties to help clients implement our recommendations or benefit from additional expertise
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
Developing points of view and helping to shape and implement the strategy of the Enterprise Consulting team to increase the value we provide to clients and differentiate from the competition
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 unique perspectives and methodologies from our diverse associate base.
The base salary range for this position is $103,000-$218,000 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 :
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