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Vice President, Technology Consultant

Company: Fidelity Investments Inc.
Location: Smithfield
Posted on: February 20, 2021

Job Description:

At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time. Job Description:The Expertise We're Looking For

  • Innovative leader with a passion for FinTech, a deep understanding of the wealth management industry and broader landscape of new entrants
  • Experience working with large wealth management firms (with a focus on broker dealers, large RIAs/MFOs), and banks, passionate about technology strategy and empowerment
  • Accomplished in developing technology strategy, crafting solutions and implementing and leading change
  • 10+ years wealth management, FinTech or related experience
  • BS/BA degree required
  • Series 7 & 63 required (pass within 90 days)The Purpose of Your Role The Vice President, Technology Consultant leads engagements with large wealth management firms that are looking to develop and implement a technology strategy to drive business results. You must be proficient in understanding the trends, opportunities and challenges facing these firms, as well as the impact and opportunities these create. You will work with C-Level firm executives to effectively design their technology ecosystem, inclusive of Fidelity and 3rd party technologies. You should be passionate in technology concepts including (but not limited to) cloud, integration capabilities (APIs, transmissions, etc.), workflow optimization, and UX/UI. You will be a relied upon subject matter authority for Fidelity Institutional prospects, clients, Sales and Relationship Management associates, as well as other internal and external business partners. You will engage with clients and prospects to ensure the awareness and adoption of relevant technology solutions that help them achieve their business growth, efficiency and client satisfaction goals. You will be instrumental in both communicating the FI Product and Advisory Solutions vision and roadmap, as well as driving feedback from clients, prospects, competition and the broader industry to the broader Fidelity Institutional domains and strategy groups. The Skills You Bring
    • You have a passion for helping clients prosper in a transformational environment, have deep knowledge and understanding of the wealth management industry, as well as curiosity to stay up to date on emerging trends and their impact
    • You are highly collaborative, influential and effective, building relationships across all levels of associates and throughout Fidelity, as well as with clients and prospects of all sizes
    • Building on a foundation of technology, you are skilled at understanding and applying solutions to solve needs in an evolving and growing wealth management / FinTech ecosystem
    • You are an outstanding listener and seek to understand a firm's business drivers, developing solutions and strategies to best meet and exceed their goals
    • You have excellent presentation skills and are quick on your feet with an ability to adapt
    • You display outstanding analytical, pragmatic and creative "out of the box" problem solving skills
    • You work well independently, yet are a dedicated teammate - possessing collaboration and influencing skills, while continuously developing yourself and improving teammates' capabilities
    • You can adapt and thrive in a fast-paced environment, executing on multiple priorities, meeting deadlines, and consistently delivering strong resultsThe Value You DeliverClient and Prospects
      • Engage with firms (both clients and prospects), gaining insight into opportunities and challenges, developing and delivering strategies to grow, scale and improve client relationships for that firm
      • Provide insights, best practices and thought leadership to clients and prospects
      • Collaborating with FI leadership and field associates (Sales and Relationship Management), uncovering prospect and client opportunities to engage, driving assets, revenue and deepening relationships
      • Understand Fidelity and 3rd party solutions for firms, while having deep insight into selection, implementation, configuration and optimization
      • Represent Fidelity at client & industry conferences delivering the platform value proposition in the form of one-on-one conversations and speaking engagementsPlatform Strategy & Development
        • Contribute to the development of the strategic platform roadmap by providing key inputs based on observations in the areas of competition, prospect/client needs, and market evolution
        • Play a key role in helping regional field associates understand the platform roadmap and strategies to execute against client and prospect opportunitiesCommunication Strategy
          • Work with the leadership across FI client and sales to develop and implement the communication, adoption and education strategy for FI solutions, with a keen focus on the applicability to firm needs and goals
          • Work with FI marketing to develop messaging that drives revenue and adoption of technology products and servicesHow Your Work Impacts the OrganizationFidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 8 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.Fidelity Institutional provides a comprehensive clearing and custody platform, technology solutions and integrations, brokerage, investment and reporting services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families.Fidelity Institutional's goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. Fidelity Institutional has $2.1 trillion in AUA and services about 3,850 clients and more than 6 million accounts.30% travelCertifications:Series 07 - FINRA, Series 63 - FINRA

            Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

            Fidelity Investments is an equal opportunity employer.--Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.-- Apply Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Providence , Vice President, Technology Consultant, Executive , Smithfield, Rhode Island

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