Director, Wealth Advisor Solutions

Fidelity Investments • Merrimack, NH

203d • Onsite

About The Position

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.

Requirements

• 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.
• Solid understanding of HNW client offerings - fiduciary advice, financial planning, investments, and service models.
• Proven success with project management.

Nice To Haves

• Fidelity experience a plus!
• Ability to represent complex concepts in a clear way.
• Ability to develop compelling and impactful presentations.
• Ability to build trust and credibility with peers, senior leaders, and business partners.

Responsibilities

• 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.

Benefits

• Hybrid working model that blends onsite and offsite work experiences.
• Opportunity to work in a supportive team environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree