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Vice President, Business Consulting
2 months ago
Job Description:
The Role
The team is responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients.
We help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Vice President, you will play a role in delivering consulting services including programs, thought leadership and data-driven insights to wealth management executives & advisors.
This role works closely with the sales and relationship management teams, as well as internal business partners and requires a leader and standout colleague who works to improve the capabilities of the overall team, ultimately providing an outstanding experience to our clients.
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.
The Expertise and The Skills You Bring
Undergraduate degree required/ Advanced degree preferred
10+ years of experience within the financial services industry
Deep expertise\u00A0 in intermediary clients (RIA models preferred) with demonstrated success in business consulting and/ or practice management
Series 7, 63 preferred. Required to obtain within 90 days
Must be willing to travel - 30-50% of the time
Analytical, strategic-thinking, and creative problem-solving skills including ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.
Outstanding presentation and communication skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience.
Effectively influence senior management (both internal to Fidelity and at the C-level client) through both personal interactions as well as the creation and delivery of presentations
Strong drive, take initiative, demonstrate outstanding collaboration skills, and you are customer-centric, and results driven
Abreast of current business and industry trends relevant to our clients businesses
Strong interpersonal skills, can effectively influence, and build solid relationships.
Good listener and empathetic
Positive contribute to the collective knowledge and success of the team by collaborating with others and sharing your insights, work product, and expertise.
Acting as a leader and subject matter expert, directly engaging with business consulting and practice management programs to help clients achieve their goals.
Develop points of view to increase the value we provide to clients & differentiate from the competition
Identify and collaborate with third parties to help clients implement recommendations or provide benefit of additional expertise
Maintaining extensive knowledge of Fidelity s products and solutions and the IMWMS 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
IWMS provides a comprehensive clearing, custody, brokerage services, investment products, trading capabilities, and consulting to registered investment advisors (RIAs), broker-dealers, banks, insurance companies & retirement record keepers. The IWMS consulting team consists of ~40 consultants responsible for delivery of business and technology consulting to drive client growth. As part of team, you will gain exposure to wide variety of strategic client business challenges and have an opportunity to develop as a leader and as a voice in the wealth management industry.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
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 accommodations@fmr.com.
