Vice President, Wealth Strategy & Planning
About The Position
The Vice President of Wealth Strategy and Planning will report into the Head of Wealth Strategy, working with all levels of management across the Fidelity Wealth & Brokerage Business Units. Would you like to play a central role in helping millions of Fidelity’s customers reach their goals and live the lives they always dreamed of? In Fidelity’s Wealth business, we serve the financial needs of millions of individual investors with a comprehensive range of investment products and services. Our common purpose as an organization is to inspire better futures for our clients, associates and Fidelity. Across our business we take great pride in building strong and lasting relationships with our clients, providing sound investment guidance, and delivering a best-in-class client experience. In Fidelity Wealth, we serve the financial needs of millions of individual investors with a comprehensive range of investment products and services. Our common purpose as an organization is to inspire better futures for our clients, associates and Fidelity. Across our business we take great pride in building strong and lasting relationships with our clients, providing sound investment guidance, and delivering a best-in-class client experience. Opportunity to join the small and robust team that develops and drives Wealth’s strategy, competitive insights, and business management processes. This role is responsible for leading and supporting efforts within the team, ranging from strategy development and competitive modeling to annual planning and special ad hoc projects requested by Wealth’s Senior Leadership Team.
Requirements
- Bachelor’s degree or 10+ years of equivalent experience
- Strong executive presence and successful partnership with leaders across the organization
- Ability to influence senior executives through fact-based decision support
- Shown experience in one or more of the following preferred: customer or competitor research, management consulting, strategy, product development
- Consistent record as effective program manager innovator and change agent
- Able to set strategic direction and operationalize tactical solutions
- Strong analytical skills and strong presentation skills
- Curiosity along with the ability to bring new insights and thinking to the business
- Financial Services experience and/or knowledge
- Ability to work in a dynamic and ambiguous environment
- BA/BS required, MBA or equivalent Master’s degree preferred
Responsibilities
- Aggregating competitive insights from Fidelity Wealth and Fidelity Brokerage to provide unified Retail competitive intelligence
- Leading efforts to understand what Fidelity Wealth’s competitors are doing and enable the organization to be more competitive
- Alignment and coordination of competitive research across all Wealth L2 orgs
- Give competitive presentations to senior executives as needed
- Manage competitive research request projects
- Publication of competitive research reports weekly and annually to leadership across Fidelity
- Competitive research website management
- Acting as the competitive subject matter expert on key strategic projects across Fidelity Wealth
- Compiling customer research and insights from across Wealth to inform strategic gaps and opportunities
- Developing and tracking Wealth market share metrics
- Contribute to Strategy formation and execution in partnership with leaders across Wealth
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
