VP, Communications Consulting Segment Head at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Demonstrated track record of successfully managing teams
15+ years' experience in employee benefit plans, consulting and/or financial services
Series 7, 63 and 24 licenses or attained within 120 days of hire
Clear track record of success within large, complex organizations
Substantial experience in managing high performing teams
Strategic thinking while balancing the tactical execution oversight
Proven track record to navigate and influence across the organization
Ability to collaborate and work in fast paced and matrixed environment – reliant on relationship building and data interpretation
Excellent written, presentation and interpersonal skills; highly effective communicator for internal collaboration and executive presentation
Able to assess information from multiple angles and break down complex information into concepts and data to drive insights and action
Customer Obsessed - Continuously listening to customer needs, learning, and adapting, to deliver the best end-to-end experience
Ability to develop a team, influence and make sound hiring recommendations as appropriate
Highly effective in managing internal relationships, effectively collaborating with business unit as well as across separate divisions, business units and functional departments of a complex organization
Handles highly escalated client interactions and works with MD leaders to solve highly complex problems independently

Responsibilities

Lead the Communications Consultant group (team of about 70 associates for Strategic market or 60 associates for Large/Select market) supporting Workplace Investing’s clients
Help clients convey critical information to their employees, retirees and other participants by designing and delivering outstanding communication strategies and materials through a variety of channels
Strategic Leadership & Management - driving the business forward from strategy formulation to execution within and across interdependent business units
Operations leadership – assessing and improving process, risks/controls, end-to-end value chain connections
Executive leadership presence – Representing the department and the firm through professional and respected external and internal leadership
Incident management – Handling escalated situations with appropriate urgency, context, and risk mitigation focus
Influence and negotiation – Facilitating innovation and go to market alignment by working closely with teams outside of your direct control
Marketing & Communications acumen – Helping shape the market facing strategies, client, and participant messaging that resonates and effectively accomplishes client and firm objectives

Skills

Key technologies and capabilities for this role

Team ManagementEmployee Benefit PlansConsultingFinancial ServicesSeries 7Series 63Series 24Strategic ThinkingStakeholder InfluenceRelationship BuildingData InterpretationWritten CommunicationPresentation SkillsInterpersonal Skills

Questions & Answers

Common questions about this position

What team size will I be leading in these roles?

The Strategic Market role leads a team of about 70 associates, while the Large/Select Market role leads a team of about 60 associates supporting Workplace Investing clients.

What licenses are required for this position?

Series 7, 63 and 24 licenses are required, or must be attained within 120 days of hire.

What experience is needed for this VP role?

Candidates need 15+ years' experience in employee benefit plans, consulting and/or financial services, plus a demonstrated track record of successfully managing teams in large, complex organizations.

Is this a remote position, or is there a location requirement?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

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.

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