Fidelity Investments
VP, Consulting - Fidelity Brokerage
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:Role
As Vice President, Business Consulting – Brokerage, you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Brokerage business. Our projects aim to solve the most critical business issues, and your role is highly valued by the Brokerage business leaders to drive critical thinking forward. Your thought leadership, team management, and client relationships help shape the future of our Brokerage business. In addition, your work as an integral member of the Fidelity Consulting ("FC") management team helps to strengthen our group.
Our Vice Presidents lead strategic projects critical to Brokerage. These projects are typically staffed with three to six associates over a four-to-six-month timeframe. As Vice President, you help scope the projects, lead and manage workstreams, and partner with Brokerage business leaders to drive successful outcomes.
The Expertise and Skills You Have
Demonstrated interest or experience in the financial services industry, with strong knowledge of the retail brokerage industry, customers, and products and services.
Experience in one or more areas of the retail brokerage industry with direct experience with customers, products, or services.
Significant consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top-tier consulting firm.
Outstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities.
Flexibility and skill to lead and contribute to teams.
MBA degree or equivalent degree or experience is preferred.
Experience with project and team management, specifically including strategy development, evaluation of new retail brokerage products and services, and business transformation.
Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research.
Experience with new products, technologies, and emerging trends impacting the future of our brokerage and retail wealth space.
Capable of influencing and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of researched-based conclusions.
Ability to find intersections of work across the brokerage organization and broader Fidelity.
Ability to assess risk and operationalize findings – turning research into actions.
Proficient in quantifying challenges and requirements related to execution.
Driver of decisions in complex environments with multiple partners.
Adept at leading multiple projects/initiatives at once.
Skilled in building relationships with peers and executives in a variety of capacities.
A desire to work with people development and mentoring.
Leading and delivering complex strategic, groundbreaking, and growth projects aligned to key priorities within the Brokerage business.
Interacting with Fidelity associates at more senior levels, gathering data and input and helping build consensus with key partners.
Directing various analyses, including market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis/modeling.
Leading the development of insights to build new retail brokerage strategies or products/services and developing recommendations for improving business processes, working closely with the Brokerage team or potential alliance partners.
Preparing and delivering presentations to senior executives.
The Team
Fidelity Consulting ("FC") consists of ~100 strategy consultants, some like yourself, who are directly aligned to a business unit, and others who move across projects as business need dictates. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful and rigorous analysis, and by providing provocative points of view. We deliver value in a variety of ways, from leading projects focused on growth and innovation to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – ultimately preparing you for increasing leadership roles at Fidelity.
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As Vice President, Business Consulting – Brokerage, you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Brokerage business. Our projects aim to solve the most critical business issues, and your role is highly valued by the Brokerage business leaders to drive critical thinking forward. Your thought leadership, team management, and client relationships help shape the future of our Brokerage business. In addition, your work as an integral member of the Fidelity Consulting ("FC") management team helps to strengthen our group.
Our Vice Presidents lead strategic projects critical to Brokerage. These projects are typically staffed with three to six associates over a four-to-six-month timeframe. As Vice President, you help scope the projects, lead and manage workstreams, and partner with Brokerage business leaders to drive successful outcomes.
The Expertise and Skills You Have
Demonstrated interest or experience in the financial services industry, with strong knowledge of the retail brokerage industry, customers, and products and services.
Experience in one or more areas of the retail brokerage industry with direct experience with customers, products, or services.
Significant consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top-tier consulting firm.
Outstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities.
Flexibility and skill to lead and contribute to teams.
MBA degree or equivalent degree or experience is preferred.
Experience with project and team management, specifically including strategy development, evaluation of new retail brokerage products and services, and business transformation.
Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research.
Experience with new products, technologies, and emerging trends impacting the future of our brokerage and retail wealth space.
Capable of influencing and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of researched-based conclusions.
Ability to find intersections of work across the brokerage organization and broader Fidelity.
Ability to assess risk and operationalize findings – turning research into actions.
Proficient in quantifying challenges and requirements related to execution.
Driver of decisions in complex environments with multiple partners.
Adept at leading multiple projects/initiatives at once.
Skilled in building relationships with peers and executives in a variety of capacities.
A desire to work with people development and mentoring.
Leading and delivering complex strategic, groundbreaking, and growth projects aligned to key priorities within the Brokerage business.
Interacting with Fidelity associates at more senior levels, gathering data and input and helping build consensus with key partners.
Directing various analyses, including market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis/modeling.
Leading the development of insights to build new retail brokerage strategies or products/services and developing recommendations for improving business processes, working closely with the Brokerage team or potential alliance partners.
Preparing and delivering presentations to senior executives.
The Team
Fidelity Consulting ("FC") consists of ~100 strategy consultants, some like yourself, who are directly aligned to a business unit, and others who move across projects as business need dictates. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful and rigorous analysis, and by providing provocative points of view. We deliver value in a variety of ways, from leading projects focused on growth and innovation to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – ultimately preparing you for increasing leadership roles at Fidelity.
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