Director, Technology Consultant

Fidelity•Westlake, TX

About The Position

The Director, Technology and Operations Consulting engages and supports large, complex intermediary clients and prospects across all segments, working with Sales and Client Relationship Groups. The role partners with business stakeholders to design technology solutions and resources that help clients achieve their goals, drawing on knowledge of enterprise wealth management technology needs, current trends, and the fintech ecosystem. The Director serves as a subject matter expert for Fidelity Institutional clients, prospects, associates, and other business partners. The role helps clients and prospects understand and adopt relevant technology solutions to support business growth, productivity, and client satisfaction. It communicates Fidelity’s product and technology vision and roadmap, while conveying feedback from clients, prospects, competitors, and the industry to Fidelity Institutional strategy and product groups. The position also supports field associates in understanding platform roadmaps and strategies for pursuing client and prospect opportunities. Fidelity Institutional provides clearing, custody, investment products, brokerage, trading, technology, integration, reporting, and consulting services to financial intermediary firms. Its clients include registered investment advisors, retirement recordkeepers, broker-dealers, banks, insurance companies, family offices, and other financial firms. The role requires travel of 30%.

Requirements

7–10 years of experience in wealth management, fintech, or a related industry.
Bachelor of Science or Bachelor of Arts degree required.
Series 7 and Series 63 licenses required; pass within 90 days.
Experience supporting large, complex, enterprise intermediary clients.
Ability to understand and assess customer needs and operational workflows, scope technology solutions with business partners, and recommend solutions that optimize value.
Deep understanding of the wealth management industry, competitive landscape, and broader industry trends.
Strong relationship-building and networking skills, with the ability to influence peers, stakeholders, and senior leaders.
Strategic problem-solving skills, proven execution, and a data-based, analytical approach to solving problems.
Proven ability to manage through influence and act as a trusted business advisor in a matrixed organization.
Collaborative and effective working relationships with Sales and Relationship Management partners and associates across all levels.
Ability to understand and apply technology solutions within an evolving wealth management and fintech ecosystem.
Strong listening skills and ability to identify a firm’s business drivers and tailor Fidelity solutions and resources to its goals.
Ability to travel 30%.

Nice To Haves

MBA preferred.

Responsibilities

Engage with intermediary clients and prospects to understand their business drivers, opportunities, and challenges.
Develop and deliver strategies to help firms grow, scale, and enhance their client relationships.
Collaborate with Fidelity Institutional leadership, Sales, and Relationship Management associates to identify opportunities, drive assets and revenue, and deepen relationships.
Assess clients’ needs and operational workflows, scope technology solutions with business partners, and recommend solutions that optimize value for clients and Fidelity.
Explain Fidelity and third-party solutions, including their selection, implementation, configuration, and optimization.
Present the Fidelity Wealthscape platform and demonstrate its functionality and integration into key workflows.
Communicate Fidelity’s product and technology vision and roadmap to clients and prospects, and encourage adoption of relevant solutions.
Represent Fidelity at client and industry conferences.
Provide client and competitive insights to internal partners to inform product vision and roadmaps.
Help regional field associates understand the platform roadmap and strategies for executing on client and prospect opportunities.