Consultant, Wealth Management Offerings

Fidelity Investments•Smithfield, RI

2d•Hybrid

About The Position

The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery.

Requirements

Bachelor’s degree
8+ years financial services experience in Product Management or Product Development, Offering or Solution Development, Wealth management strategy or platform design or Financial services consulting with strong product exposure
Demonstrated experience owning or shaping products/offers from concept through delivery
Strong ability to translate customer needs into actionable product or experience requirements
Comfort operating in ambiguous, evolving problem spaces with incomplete information
A strategic problem solver with prioritization skills
Effective verbal and written communication skills, with the ability to influence without authority
Proven track record in managing multiple initiatives simultaneously and work across matrixed organizations

Nice To Haves

FINRA Series 7 and 63 encouraged

Responsibilities

Support key components of the offering lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization
Develop differentiated wealth management offerings by deeply understanding client segments, behaviors, and unmet needs
Partner with analytics, research, and customer insights teams to ground decisions in data and real client behavior
Run pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions
Build clear, compelling product narratives and leadership‑ready materials that articulate vision, trade‑offs, and impact
Collaborate cross‑functionally with technology, UX, product teams, service, operations, and distribution to bring offerings to life
Monitor and refine success metrics to inform ongoing investment and evolution