Dire ctor – Wealth Solutions Strategy & Insights
| Company | Fidelity Investments |
|---|---|
| Location | Boston, MA, USA, Smithfield, RI, USA, Merrimack, NH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s Degree with 12 + Years experience in financial services, whether in client-facing roles, home office positions, management consulting, or digital strategy.
- Shown Strategic Leadership with demonstrated success in strategy development and planning, with a strong ability to define, test, iterate, and deliver exceptional customer solutions.
- Deep understanding of Wealth Management and Financial Services, with a preference for experience in the Wealth Solutions space.
- A proactive self-starter who flourishes with solving critical initiatives, handling multiple priorities in a fast-paced environment, and consistently achieving business results.
- Ability to build credibility and trust with a diverse range of partners, effectively influencing outcomes.
- Expertise in using data to inform decisions and drive business success.
- Strong written and verbal communication skills.
Responsibilities
- Evaluate competitive and industry trends, client needs, and business metrics to inform strategic decisions, set priorities, and create compelling presentations.
- Create and implement solutions that align with industry trends and client opportunities, focusing on new asset pools, distribution models, and comprehensive household financial management.
- Work with key Fidelity teams to deliver best-in-class financial planning and investing experiences for our customers.
- Partner with Finance and business line teams to develop pricing strategies for new offerings.
- Engage with Distribution contacts to gather feedback on existing products and experiences and identify future opportunities.
Preferred Qualifications
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No preferred qualifications provided.