Fidelity Investments-posted 7 months ago
Full-time • Senior
Onsite • Boston, MA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Fidelity's Wealth Advisor Solutions program matches Fidelity's retail clients with independent, 3rd-party advisors when we determine the best client outcome might be provided by working with an outside partner. As Director, you will help drive and expand Wealth Advisor Solutions (WAS) program, a key element of Fidelity Wealth Management, by ensuring an easy referral process for Fidelity Advisors and an outstanding experience for our clients. To succeed you will collaborate with a wide-range of partners to identify and prioritize initiatives, improve process, develop technology, and lead all aspects of go-to-markets plans. You will have an opportunity to be a key influencer across Fidelity's retail and institutional business divisions and report the Head of Retail Wealth Advisor Solutions. This role will follow Fidelity's dynamic work schedule and will require travel 15-20% of the time.

  • Drive and expand the Wealth Advisor Solutions (WAS) program.
  • Ensure an easy referral process for Fidelity Advisors.
  • Collaborate with partners to identify and prioritize initiatives.
  • Improve processes and develop technology.
  • Lead all aspects of go-to-market plans.
  • Influence across Fidelity's retail and institutional business divisions.
  • Bachelor's degree required.
  • 8+ years of meaningful experience in the financial services industry, including program and product management.
  • Outstanding written and verbal communication skills.
  • Proven track record of collaborating to build consensus and alignment.
  • Unmatched organizational and prioritization skills.
  • High degree of ownership and accountability for results.
  • Intellectual curiosity and comfort with ambiguity.
  • Ability to build trust and credibility with peers and senior leaders.
  • Solid understanding of HNW client offerings - fiduciary advice, financial planning, investments, and service models.
  • Proven success with project management.
  • Fidelity experience.
  • Hybrid working model that blends onsite and offsite work experiences.
  • Commitment to diversity and inclusion in the workplace.
  • Support for applicants with disabilities.
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