Vice President, Planning

1 week ago

Boston, United States Fidelity Investments Inc. Full time
Job Description:

The Vice President of Planning & Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs in order to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.

As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees, helping them improve their overall Financial Wellness.

The Expertise You Have
  • Bachelor's degree, MBA preferred
  • 10+ years in Financial Services, with solid understanding of the retirement industry
  • Experience building productive client relationships in a client management or sales role
  • FINRA Series 7 & 63 required
The Skills You Bring
  • Highly effective networker and relationship builder
  • Anticipate client needs and concerns, and proactively propose solutions
  • Tenacious problem solver and strong project manager
  • Analyze sophisticated data and present findings in a clear and compelling way
  • You have a detailed understanding of all WI and PI advice & guidance capabilities and a passion for helping workplace participants improve their financial wellness
  • Able to coordinate and implement ongoing programs
  • Advocate for our clients and influence PI and WI functions to drive improvement to advice/guidance offering
The Value You Deliver

You will develop a strong understanding of your clients’ priorities regarding the planning and Financial Wellness needs of their participants. You will bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals. You will lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning & Advice, Planning & Advice, Stock Plan Services, Executive Services and our Retail offering.

Internally, you will optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. You will effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning & advice offerings.

Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning & advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

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