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Director, Fi Enterprise Consulting
4 months ago
**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
- 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.
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.
**Certifications**:
**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’ liv
