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FI

VP, Women Talk Money Community Spokesperson

Fidelity Investments
United Statesfull_timeVerifiedPosted 29 Jan 2025

About the role

Job Description:

The Role 

As the VP, Women Talk Money (WTM)spokesperson, you will represent our WTM efforts with Workplace clients through our Women Talk Money@Work program, as well as with customers and prospects through our Women Talk Money community events.

You will be a subject matter expert on the needs of women and report to the Head of Lifetime Engagement Product Area. In this role, you will connect expertise and networks to advance awareness and engagement among women, collaborating closely with Workplace Relationship Management, Customer Inclusion and Global Diversity & Inclusion teams. For all aspects of media relations and external social media, the position will collaborate with Fidelity’s Women Talk Money commercialization team to execute initiatives/campaigns ensuring alignment and consistency with Fidelity’s broader women’s agenda.

The Value You Deliver

  • Be the voice of marquee women community events for our customers and Fidelity’s women community

  • Leverage your experience to partner and to influence key stakeholders to advance the Women’s Community and improve outcomes with our customers

  • Be the voice of thought leadership from your experiences with unique needs of women and input into Fidelity’s women’s efforts; share relevant insights, knowledge

  • Proactively partner with the LTE Product Area/Women Talk Money commercialization team to understand the requirements of clients and other partners

  • Partner with leaders to help remove impediments to deliver value

The Expertise You Have

  • Bachelor’s Degree required

  • Depth of knowledge of the WI client environment; experience working across with Wealth (retail business) is a plus

  • Experience and ability to provide thought leadership help to the evolving the women’s landscape

  • Experience leading influencing teams multiple BU’s

  • Have proven success in innovating and execution of financial wellness for woman.

 The Skills You Bring

  • · Excellent communication skills, with the ability to structure and deliver presentations clearly, crisply, and compellingly. Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management

  • Executive presence, command attention, encourage confidence, and guide strategic discussions with senior-level management

  • Experience influencing the development of women’s business solutions and offerings aligned to support the company’s strategic direction

  • Strong interpersonal and relationship building skills that enable you to engage cross-functionally

  • A proven track record of inspiring others to deliver results and impact

  • Utilize data to make decisions about your approach, both in day-to-day leadership and strategic tradeoff analyses

  • Passion to do new things and think creatively about solving customer problems.

The Team


The Lifetime Engagement Team drives customer centricity across Workplace, Wealth and Brokerage to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity.  Our product area initiatives include driving education and engagement among WI participants to drive crossover conversion, and building, optimizing and enhancing our live channel associate tools and customer-facing experiences to support distribution options for WI participants.

 

Certifications:

Category:

Product Management

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.

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Company

Fidelity Investments

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