Business Analysis & Project Management
VP, Consulting – Fidelity Brokerage
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
Role
As Vice President, Business Consulting – Brokerage a 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 Fthe Brokerage business leaders to drive critical thinking forward. Your thought leadership, team management, and client relationships helps 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
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Demonstrated interest or experience in the financial services industry, with the strong knowledge of retail brokerage industry, customers, and products and services
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Have worked in one or more areas of the retail brokerage industry with direct experience with customers, products, or services.
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The position requires significant consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top tier consulting firm.
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You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
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You have both the flexibility and the skill to lead and contribute to teams.
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MBA degree or equivalent degree or experience is referred.
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Experience with project and team management, specifically including strategy development, evaluation of new retail brokerage products and services, and business transformation
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Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research
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Experience with new products, technologies and emerging trends impacting the future of our brokerage and retail wealth space
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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.
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Ability to find intersections of work across the brokerage organization and broader Fidelity.
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Ability to assess risk and operationalize findings – turning research into actions
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Proficient in quantifying challenges and requirements related to execution
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Driver of decisions in complex environments with multiple partners
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Adept at leading multiple projects/initiatives at once
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Skilled in building relationships with peers and executives in a variety of capacities
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A desire to work with people development and mentoring
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Leading and delivering complex strategic, groundbreaking, and growth projects aligned to key priorities within the Brokerage business
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Interacting with Fidelity associates at more senior levels, gathering data and input and helping build consensus with key partners
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Directing various analyses, including market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis/modeling
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Leading the development of insights to build new retail brokerage strategies or products/services and developing recommendations for improving business processes, working closely the Brokerage team or potential alliance partners
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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.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
