Vice President, Wealth Strategy & Planning
Job Description:
Job Title: Vice President, Wealth Strategy & Planning
The Role
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. Core responsibilities of this role include:
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
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.
The Expertise and Skills You Bring
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
Note: Fidelity is not providing immigration sponsorship for this position
The Team
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.
The base salary range for this position is $130,000-264,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.