Vice President Practice Management Consultant at Fidelity Investments

Boston, Massachusetts, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Undergraduate degree or equivalent required. Advanced degree or equivalent experience desired
10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services
Experience with benchmarking and best practice studies
Series 7, 63 preferred. Required to obtain within 90 days
High familiarity with wealth management services within the financial services industry
Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience. Comfort with large audiences
Solid analytical, strategic thinking, and creative problem-solving skills, including ability to analyze and define problems, collect data, establish facts, and draw valid conclusions
Embodies tenacious drive, collaboration, customer-centric mindset, and owning results
Travel Required (50+%)

Responsibilities

Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice
Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors
Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues
Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights
Partner with the Relationship Management and Sales organizations to increase and deepen client engagements

Skills

Key technologies and capabilities for this role

Practice ManagementFinancial AdvisoryWorkshopsIndustry Trends AnalysisBroker-DealerRIAClient EngagementSales SupportRegulatory KnowledgePortfolio ConstructionFinancial Planning

Questions & Answers

Common questions about this position

What are the key qualifications and experience required for this role?

Candidates need an undergraduate degree or equivalent (advanced degree desired), 10+ years in the broker-dealer or RIA industry delivering consulting and practice management programs, Series 7 and 63 (preferred, required within 90 days), high familiarity with wealth management services, excellent communication and presentation skills, and solid analytical, strategic thinking, and creative problem-solving skills.

Is travel required for this position?

Yes, travel is required at 50% or more.

What is the salary or compensation for this role?

This information is not specified in the job description.

What qualities does the ideal candidate embody?

The ideal candidate embodies a tenacious drive, collaboration, customer-centric mindset, and owning results.

What is the team structure at Fidelity Institutional?

The role is part of the FI Organization and Fidelity Institutional, which provides investment management services through investment professionals at financial institutions nationwide, working alongside field wholesalers, relationship managers, and other specialty consulting teams.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

Land your dream remote job 3x faster with AI

Try Jobo Free