Director, Wealth Solutions Strategy & Insights

---

Job description

Job Description:

The Role

The Wealth Solutions Strategy and Insights team is seeking a dynamic, customer-focused leader with a deep understanding of the industry to drive business and product strategy, evaluate and launch innovative solutions, and spearhead cross-functional initiatives to accelerate our growth and scalability!

This role presents an opportunity to lead and participate in large-scale initiatives, defining new solutions, associate requirements, service models, and platform. The position requires close collaboration with various teams within Wealth Solutions, Distribution leadership, Finance, Financial Solutions, Strategic Advisers, Legal, Risk, and Compliance. The Director will:

• Analyze Trends and Metrics: Evaluate competitive and industry trends, client needs, and business metrics to inform strategic decisions, set priorities, and create compelling presentations.
• Develop and Launch Solutions: Create and implement solutions that align with industry trends and client opportunities, focusing on new asset pools, distribution models, and comprehensive household financial management.
• Collaborate Across Teams: Work with key Fidelity teams to deliver premier financial planning and investing experiences for our customers.
• Pricing Strategy: Partner with Finance and business line teams to develop pricing strategies for new offerings.
• Client and Associate Feedback: Engage with Distribution contacts to gather feedback on existing products and experiences, and identify future opportunities.

The Expertise and Skills You Bring

• Extensive Experience: 10-12 + years experience in financial services, whether in client-facing roles, home office positions, management consulting, or digital strategy.
• .Proven Strategic Leadership: Demonstrated success in strategy development and planning with a strong ability to define, test, iterate, and deliver exceptional customer solutions.
• Industry Knowledge: Deep understanding of Wealth Management and Financial Services, with a preference for experience in the Wealth Solutions space.
• Self-Motivated and Independent: A proactive self-starter who flourishes with tackling critical initiatives, leading multiple priorities in a fast-paced environment, and consistently achieving business results.
• Influential Partnership: Ability to build credibility and trust with a diverse range of partners, effectively influencing outcomes.
• Data-Driven Decision Making: Expertise in maximising data to inform decisions and drive business success.
• Effective Communication: Strong written and verbal communication skills.

The Team

Fidelity s Wealth Solutions Domain develops solutions that empower millions of Americans to enhance their financial portfolios, invest towards their goals, and feel secure during complicated times. The Strategy and Insights Team is a dynamic, multi-functional group responsible for:

• Broad Strategy Definition: Crafting comprehensive strategies that guide our initiatives.
• Incubation and Development: Identifying and cultivating new opportunities beyond our core business.
• Customer Data and Insights: Delivering valuable customer data and insights to inform our Wealth Solutions Domain.

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—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 .

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 .

<!– job description page –>