VP/Senior Account Management

1 month ago

Boston MA, United States Fidelity TalentSource LLC Full time

As a Vice President, you will join Fidelity Institutional s (FI) Enterprise Consulting team and play a leadership 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. Further, you will develop 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. 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.\u00A0 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.\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. Undergraduate degree required.\10+ years of experience within the financial services industry
~10+ management or other consulting experience
~ Prior exposure to brokerage, wealth management, and/or RIA business models preferred
~ Effective senior leadership communication and ability to influence
~ Robust interpersonal and relationship building skills

Acting as a leader and subject matter expert, directly engaging in consulting projects to help clients achieve their goals
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
~ Develop points of view and help to shape and implement the strategy of the Enterprise Consulting team to increase the value we provide to clients and differentiate from the competition


We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. \u00A0These 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. \u00A0Note, the application window closes when the position is filled or unposted.
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.
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. 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. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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.

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