Vice President, Strategic Client Consultant

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Job description

Job Description:

The Role

As a Vice President, you will join Fidelity Institutional s (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all aspects of a wealth management business - 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. This role will contribute to our success by driving commercial opportunities all while developing relationships across client leadership and with other industry centers of influence.

You will represent our offering as an ambassador in the industry - best practices, insights, and resources. The role requires a standout colleague who can engage with our largest firms and executive audiences, ultimately providing an outstanding experience to our clients and business partners.

The Expertise and Skills You Bring

• MBA degree or equivalent is preferred.
• 15+ years of experience within the financial services industry
• Consistent record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.
• Deep expertise in intermediary clients (RIA models preferred) with demonstrated success in consulting with executive leadership at intermediary clients and driving action from recommendations.
• Develop and maintain strong client relationships across multiple client constituencies including marketing, relationship management, technology, product and CE.
• Series 7, 63. Required to obtain within 90 days
• Outstanding 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 ability to take initiative
• Outstanding collaborative and team skills, contributing to the team s collective knowledge and success
• Skilled in establishing relationships with peers and executives in a variety of capacities
• Working with the largest RIA client to drive their economic contribution to Fidelity; including providing leadership & support for competitive asset opportunities
• Acting as a leader and subject matter authority, directly engaging to help clients achieve their goals
• Identifying Fidelity solutions that meet clients and prospective clients needs
• 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

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 outstanding perspectives and methodologies from our diverse associate base.

The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

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.

We offer a wide range of benefits
to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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 every other week (all business days, M-F) in a Fidelity office.

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 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
.

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