Job Description:

As a Manager, Practice Management Solutions in Fidelity Client Consulting Practice Management Programs team, you will work closely with cross-functional and dedicated partners, including Business and Technology consultants, Relationship Managers, Sales, Product, Marketing, Technology, Legal, Compliance, and Risk partners, to drive the development and distribution of Fidelity Practice Management insights and consulting solutions to our institutional clients

In this role, you will be assigned defined projects that align with the organization's strategic priorities. Examples of projects include:

Content development: Research and write high-quality content on practice management topics. This includes gathering and synthesizing information and data from various sources, working closely with consulting SMEs and client-facing teams to gather the needs of the client base and industry, constructing storylines, developing PowerPoint presentations, and working through marketing processes to deliver client-ready materials.
Content distribution coordination: Partner closely with an array of cross-functional stakeholders around the company to distribute practice management content in an efficient and timely manner.
Operational process & program management: Follow guidelines and instructions to carefully and successfully complete internal processes that support the operations of the business, such as LRC reviews, process checklists, etc.

The Expertise and Skills You Bring:

BS degree required
3 plus years of experience, ideally in program management, marketing or consulting.
Effective storyteller - Ability to synthesize and distill large amounts of information while weaving together key messages and proof points to deliver thought-provoking messages.
Analytical and data driven.
Strong attention to details.
Strong PowerPoint and Excel skills.
A great team player.
'A genuine interest in the world of wealth management. Demonstrated experiences in Wealth Management industry preferred.

The Team

The Fidelity Client Consulting Team provides consulting and practice management insights to intermediary clients on a range of topics, from business to technology practices. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale and efficiency, enhancing customer experience, and delivering insights that drive confidence, clarity, and results. We work with banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries.

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.

Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.

Certifications:

Category:

Consulting

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.