Director, Technology Consultant

Fidelity Investments•Westlake, TX

About The Position

The Director, Technology and Operations Consulting engages and supports large, complex intermediary clients and prospects across all segments, in collaboration with Sales and Client Relationship Groups. The role works with business partners to design technology solutions and resources that help clients achieve their goals. It requires knowledge of technology needs at large enterprise wealth management firms, current trends, and the fintech ecosystem. The Director serves as a subject matter expert for Fidelity Institutional prospects, clients, Sales and Relationship Management associates, and other business partners. The role promotes awareness and adoption of relevant technology solutions to support client business growth, productivity, and client satisfaction. It communicates Fidelity’s product and technology vision and roadmap, while gathering feedback from clients, prospects, competitors, and the broader industry for Fidelity Institutional domains and strategy groups. The position includes presenting Fidelity’s Wealthscape platform, representing Fidelity at client and industry conferences, and traveling approximately 30% of the time. Fidelity Institutional provides clearing, custody, investment products, brokerage and trading services, technology and integrations, reporting, and practice management and consulting to financial intermediary firms. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite requirements vary by role and location and may evolve. This transition does not apply to fully remote roles.

Requirements

7–10 years of experience in wealth management, fintech, or a related industry.
BS/BA degree required.
Series 7 and Series 63 required; pass within 90 days.
Knowledge of the wealth management industry, competitive landscape, broader industry trends, and fintech ecosystem.
Experience supporting large, complex enterprise intermediary clients and assessing customer needs and operational workflows.
Ability to scope technology solutions with business partners and recommend solutions that optimize value for clients and Fidelity.
Ability to build relationships and networks and influence peers, stakeholders, and senior leaders.
Strategic problem-solving skills, proven execution, and a data-based, analytical approach.
Proven ability to manage through influence and serve as a trusted business advisor in a matrixed organization.
Strong collaboration and relationship-building skills across levels of associates and with clients and prospects.
Ability to understand and apply technology solutions to needs in an evolving wealth management and fintech ecosystem.
Strong listening skills and ability to understand firms’ business drivers and craft appropriate Fidelity solutions and resources.
Ability to travel 30%.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

MBA preferred.

Responsibilities

Engage and support large, complex intermediary clients and prospects in collaboration with Sales and Client Relationship Groups.
Work with business partners to design technology solutions and resources that help clients achieve their goals.
Promote awareness and adoption of relevant technology solutions to support clients’ growth, productivity, and client satisfaction goals.
Communicate Fidelity’s product and technology solutions vision and roadmap, and bring client, prospect, competitive, and industry feedback to Fidelity Institutional domains and strategy groups.
Understand firms’ business drivers, operational workflows, opportunities, and challenges, and develop strategies and Fidelity solutions to grow, scale, and enhance client relationships.
Collaborate with Fidelity Institutional leadership and field associates to uncover client and prospect opportunities, drive assets and revenue, and deepen relationships.
Understand Fidelity and third-party solutions, including their selection, implementation, configuration, and optimization.
Present the Fidelity Wealthscape platform and explain its functionality and integration into key workflows.
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 pursuing client and prospect opportunities.
Travel approximately 30%.