Consultant, Wealth Management \u0026 Retirement Offerings

1 month ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:



The Role

As a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find opportunities, and recommending a solution that supports our offering. The Wealth Managements goal is to help millions of Americans invest towards their goals, developing an integrated plan for retirement, and feeling protected in times of need. In the role, the Consultant will be:

  • Identifying the needs and opportunities of our high-value customers
  • Leading or supporting ideation, development, and execution of new strategies, focused on quantifying and presenting the value that Wealth Management is delivering
  • Crafting strategies for testing that will offer innovative solutions that outpace the competition
  • Driving and supporting key aspects of the strategy development life cycle including case development, business requirements, and designing and implementing end-to-end customer experiences
  • Working with both internal and external business partners to optimize associate and client experiences that address the needs of our clients


The Expertise and Skills You Bring

  • Bachelor s or equivalent with 8+ years of overall business experience and 5 years of product management or consulting experience within financial services
  • Knowledge of and experience with High Net Worth wealth management offering
  • Fidelity Wealth Services, Distribution and/or Managed Accounts experience is a plus
  • Articulating client needs in the design of products and solutions
  • Implementing metrics to aid in identifying improvement opportunities
  • Building credibility and trust with a diverse set of partners
  • Strong program management skills and ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity
  • Thinking broadly about both digital and live channel experiences, as well as how unique elements fit together
  • Dedicated to cross-functional collaboration in agile, client-centric, fast paced environments

The Team

As part of Wealth Management and Retirement Offerings product area, the Wealth Management Offering squad differentiates our Wealth Management offerings and transforms our business to deepen client relationships at scale. This group ensures we bring together all our solutions and platform capabilities for a seamless, integrated Wealth Management experience.





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 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.

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