Consultant, Wealth Management Offerings

Fidelity Investments • Smithfield, RI

6d • Hybrid

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.

Requirements

• Bachelor’s or equivalent with 8 years of experience in Wealth Management
• FINRA Series 7, 63 encouraged
• Consulting experience preferred
• 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees