Job Description:

The Role

As a Vice President, Strategic Tech Consultant, you will join Fidelity Institutional's (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all technology aspects of running a wealth management business - technology strategy planning, operations, emerging trends, digital transformation, as well as expertise as it relates to infrastructure and risk management. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale & efficiency, enhancing customer experience, and delivering insights that help drive confidence, clarity, and results.

This role will contribute to our success by developing relationships across client leadership and with other industry centers of influence. You will represent our offering as an ambassador in the industry - best practices, insights, and resources. The role requires a standout colleague who can engage with our largest firms and executive audiences, ultimately providing an outstanding experience to our clients and business partners.

The Expertise and Skills You Bring

• Bachelor Degree Required

• 15+ years of technology experience within the financial services industry

• Series 7 & 63 required or obtained within 90 days

• Outstanding senior leadership communication and ability to influence c-suite level

• Proven analytical, strategic-thinking, and critical problem-solving skills

• Experience in working with clients to develop an enterprise technology strategy

• Passionate technology advocate with proven track record of being an innovative technology thought leader

• Strong drive and ability to take initiative

• Ability to travel 50%

• Consistent record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.

• Demonstrated success in consulting with executive leadership at intermediary clients and driving action from recommendations.

• Contribute to the development of the strategic roadmap by providing key inputs based on observations in the areas of competition, prospect/client needs, and market evolution

• Develop and maintain strong client relationships across multiple client constituencies including marketing, relationship management, technology, product and CE.

• Outstanding collaborative and team skills, contributing to the team's collective knowledge and success

• Skilled in establishing relationships with peers and executives in a variety of capacities

• Working with the largest RIA and Broker Dealer clients to drive their economic contribution to Fidelity; including providing leadership & support for competitive asset opportunities

• Acting as a leader and subject matter authority, directly engaging to help clients achieve their goals

• Identifying Fidelity solutions that meet clients and prospective clients' needs

• Partnering with Relationship Management and Sales, as well as internal business partners to identify key considerations and solutions that move clients toward achieving their goals

• Maintaining extensive knowledge of Fidelity's products and solutions and the FI platform, as well as our competitive position within the marketplace

• Building and delivering clear, concise and insightful presentations to wealth management firms' C-suites and Fidelity senior management teams

• Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity Institutional Wealth Management Services (IWMS) offers clearing, custody, investment products, brokerage and trading services to a broad range of financial intermediary firms. More than 13,000 financial advisory firms rely on our innovative technology and deep expertise to help more than 8 million accounts make some of the most sophisticated, important decisions of their lives. Fidelity's Institutional Wealth Management Services 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.

The consulting team works closely with the sales and relationship management teams, technology groups, as well as internal business partners within FI. Our organization allows you to use your technology expertise and have a tremendous impact on clients and on the FI organization. We are a highly collaborative, close-knit group which thrives off providing solutions that meet our clients' sophisticated requirements.

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.

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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