VP of TEM Participant Engagement Strategy at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Wealth ManagementIndustries

Requirements

Bachelor’s degree required
12+ years of general management and strategy experience in financial services
Demonstrated competencies to negotiate and influence at all levels within an organization
Strong both written and verbal communications and ability to translate business context, challenges and strategy into executive level presentation
Successful track record partnering across multiple business units to create alignment and drive execution prioritization
Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo
Strong interpersonal and organization skills including the ability to lead by influence and build relationships at all organization levels
Skilled at working with executive leadership team with competing priorities and key dependencies
Strong executive presence, with significant executive briefing skills

Responsibilities

Working with the leadership team to establish business direction and develop strategies
Develop and manage domain-wide mechanisms that build strategic alignment and multi year planning
Develop/manage forward-looking comprehensive plan - anticipate needs/priorities, seek/incorporate input from leaders, identify/resolve issues, manage interdependencies, maintain/prioritize backlog, provide transparency – and manage/supervise follow-up items from key executive meetings
Design, coordinate and support executive management routines/meetings (quarterly planning, MYP planning, operating reviews, strategic alignment meetings, all associate meetings)
Support the oversight and program management of ad hoc initiatives where necessary (e.g., investment portfolio management/transparency, cross-BU initiatives, executive scorecards/important metrics & KPIs)
Continuously scan marketplace and competitive landscape to identify and launch the next generation of business initiatives to meet client needs
Lead select strategic initiatives as needed

Skills

Strategic Planning

Executive Management

Program Management

Cross-Functional Leadership

Business Strategy

Multi-Year Planning

Stakeholder Engagement

Competitive Analysis

KPI Management

Leadership Routines

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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