Business Consultant

4 weeks ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time

Job Description:

We are seeking a highly skilled Business Consultant to join our team at Fidelity Investments. As a Business Consultant, you will play a key role in delivering business consulting and practice management insights to our clients and prospective clients.

You will help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Business Consultant, you will work closely with our sales and relationship management teams, as well as internal business partners, to drive commercial opportunities and develop relationships across client leadership and with other industry centers of influence.

The Expertise and Skills You Bring

Undergraduate degree required; advanced degree preferred

10+ years of experience within the financial services industry

Deep expertise 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 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 and 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 contributor 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 and 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, and 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 the team, you will gain exposure to a 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 people's 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—we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.

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