Director, Technology Consultant

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role The Director, Technology and Operations Consulting is responsible for engaging and supporting large, complex intermediary clients and prospects across all segments in collaboration with the Sales and Client Relationship Groups. You will work with business partners to effectively and impactfully design the optimal technology solutions and resources that empower the clients to achieve their goals.  You should be well versed in the technology needs of large, enterprise wealth management firms, current trends and the fintech ecosystem.

You and the team are relied upon subject matters expert for Fidelity Institutional prospects, clients, Sales and Relationship Management associates, as well as other internal and external business partners.  You will engage with clients and prospects to ensure the awareness and adoption of relevant technology solutions that help them achieve their business growth, productivity and client satisfaction goals. You will play a key role in both communicating the Fidelity product and technology solutions vision and roadmap, as well as driving feedback from clients, prospects, competition and the broader industry to the broader Fidelity Institutional domains and strategy groups.

The Expertise and Skills You Bring7-10 years in wealth management, fintech or related industry experience BS/BA degree required; MBA preferred

Series 7 & 63 required (pass within 90 days)
Results-oriented collaborator and consultant with a passion for Fin Tech and a deep understanding of the wealth management industry, competitive landscape and broader industry trends

Experience supporting large, complex, enterprise intermediary clients and an ability to understand and assess customers’ needs, operational workflows, scoping the technology solution with collaboration from key business partners and recommending solutions that optimize value for the prospect/client and for Fidelity Excels at building relationships and networks; influences peers, stakeholders, and senior leaders to achieve outcomes with a focus on continuous learning.

Strategic problem solver, proven execution, data based and analytical approach to solving problems

Proven track record to manage through influence and serve as trusted business advisor to leaders in a matrixed organization

You have a passion for working with Sales and Relationship Management business partners to drive results by delivering the best of what Fidelity has to offer.

You are collaborative, influential, and effective, building relationships across all levels of associates and throughout Fidelity, as well as with clients and prospects of all sizes

Building on a foundation of technology, you are skilled at understanding and applying solutions to solve needs in an evolving and growing wealth management / Fin Tech ecosystem

You are an outstanding listener and seek to understand a firm’s business drivers, crafting the set of Fidelity solutions and resources to best meet and exceed their goals Engage with firms (both clients and prospects), gaining insight into opportunities and challenges, developing and delivering strategies to grow, scale and enhance client relationships for that firm Collaborating with FI leadership and field associates (Sales and Relationship Management), uncovering prospect and client opportunities to engage, driving assets, revenue and deepening relationships.

Understand Fidelity and 3rd party solutions for firms, while having deep insight into selection, implementation, configuration and optimization

Present Fidelity Wealthscape platform to illustrate functionality and integration into key workflows

Represent Fidelity at client and industry…