Consultant, Wealth Management Offerings
About The Position
The Consultant, a member of the Wealth Management team, collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and analysis to find opportunities, and recommending a solution for our offering! A core part of our mission is deciding on the right model for the right client, ensuring each client receives a tailored experience that reflects their needs, preferences, and complexity. The role requires a standout colleague who works to improve the capabilities of the overall team and ultimately delivering on our mission. As part of Wealth Management and Retirement Offerings group, the Wealth Management Offering team defines and develops the offerings and value propositions that serve High‑Net‑Worth clients seeking a comprehensive Wealth Management experience. We bring together the full breadth of our capabilities—spanning relationship models, financial and wealth planning, and products and solutions—to deepen client relationships at scale. We serve as the connective hub across the organization, unifying all solutions, platforms, and delivery channels into a seamless, integrated ecosystem. By aligning our capabilities and implementing them thoughtfully, we enable advisors and clients to access the right expertise, tools, and insights when they need them most—creating a truly integrated and differentiated Wealth Management journey. Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
Requirements
- Bachelor’s or equivalent with 8 years of experience in Wealth Management
- Comfortable with ambiguity and strong drive and initiative
- Strong analytical, strategic-thinking, and critical problem-solving skills
- Strong project management skills and ability to work on initiatives simultaneously and with multiple partner groups, both internal and external to Fidelity
- Outstanding presentation, written and verbal communication, interpersonal and relationship building skills
- Articulating client preferences in the design of products and solutions
- Demonstrated capacity to approach customer experience from an end‑to‑end perspective
- Exceptional collaborative and team skills, contributing to the team’s collective knowledge and success
Nice To Haves
- FINRA Series 7, 63 encouraged
- Consulting experience preferred
- Prior knowledge of and experience with HNW Wealth Management Offerings, Fidelity Wealth Services, Distribution and/or Managed Accounts is a plus
Responsibilities
- Identifying the needs and opportunities of our target customers
- Maintaining a deep knowledge of Fidelity’s solutions and capabilities, as well as our competitive position in the marketplace
- Driving and supporting key aspects of the offering life cycle, including ideation, case development, business requirements, designing and implementing end-to-end customer experiences, and determining metrics for continuing opportunity evaluation
- Structuring and running pilots to test offering hypotheses
- Exploring innovative opportunities aligned with Fidelity Wealth strategic vision
- Building insightful presentations and resources
- Working with both internal and external business partners to optimize associate and client experiences that address the needs of our clients
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
