Director, Enterprise Consulting

Job Description:

The Role

As a Director, you will join Fidelity's Institutional Wealth Management Services’ (IWMS) Enterprise Consulting team and play an important role in delivering management consulting services to top clients and prospects with a focus on business strategy, service model, operations, products & services, and technology. Develop and exercise your wealth management acuity by helping financial intermediaries thrive while advising their strategy, identifying growth opportunities, improving their scale & efficiency, enhancing customer experience and practice management, and delivering insights that help drive confidence, clarity, and results. All while developing relationships across client leadership and with other industry centers of influence.

Further, you will support the development of standard methodologies, insights, and resources for broader Fidelity utilization as well as drive key internal projects that boost growth, scale, and efficiency for the organization. The role requires a standout colleague who works to improve the capabilities of the overall team, ultimately providing an outstanding experience to our clients and business partners.

Recent engagements included collaborating with a large insurance broker-dealer to help dimension opportunities to manage or reduce variable overhead costs through operations, service, and technology outsourcing (to Fidelity and/or other providers) to drive profitability. Other recent engagements have shared primary and secondary research to help intermediaries evolve their points of view on next generation clients and advisor mobility within the industry.

The Expertise and Skills You Bring

• Undergraduate degree or equivalent experience required. Advanced degree preferred.
• Proven experience within the financial services industry
• 5+years management or other consulting experience is a plus
• Prior exposure to brokerage, wealth management, and/or RIA business models preferred
• Series 7 and 63 preferred. Required to acquire within 90 days
• Strong leadership
• Effective 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 initiative with the ability to autonomously navigate ambiguity and occasional stakeholder indecisiveness
• Exceptional collaboration and team skills, contributing to the organization's collective knowledge and success
• Robust interpersonal and relationship building skills

The Value You Deliver

• Acting as an engagement co-leader and subject matter expert, directly engaging in consulting projects to help clients achieve their goals
• Identifying Fidelity solutions that meet clients and prospective clients’ needs
• Finding and collaborating with third-parties to help clients implement our recommendations or benefit from additional expertise
• 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
• Developing points of view and helping to shape and implement the strategy of the Enterprise Consulting team to increase the value we provide to clients and differentiate from the competition

The Team

Fidelity provides comprehensive clearing and custody solutions, 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 Fidelity Institutional 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 Fidelity organization. We are a highly collegial, close-knit group which thrives off unique perspectives and methodologies from our diverse associate base.

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. W