VP, IPO Consultant - Stock Plan Services

Fidelity • Covington, KY

1d • Hybrid

About The Position

The Role Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity’s cross-functional support. The Team You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, and Fidelity Private Shares. You will be the face of Fidelity’s IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO. The Expertise and Skills You Bring 15+ years of experience in equity compensation, IPO advisory, or relevant legal experience. Series 7/63 licenses required (or obtained within first 120 days). Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications. Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing) Bachelor’s degree required; CEP designation preferred. Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management. Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite. Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares. Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design. Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities. Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness. Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events. The Value You Deliver Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions. Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution. Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions. Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement. Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable) Support implementation teams during private-to-public transitions Note: Fidelity is not providing immigration sponsorship for this position. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Requirements

• 15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.
• Series 7/63 licenses required (or obtained within first 120 days).
• Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.
• Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)
• Bachelor’s degree required
• Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.
• Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares.
• Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.
• Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.
• Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.
• Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events.

Nice To Haves

• CEP designation preferred.
• Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.

Responsibilities

• Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.
• Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.
• Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.
• Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement.
• Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)
• Support implementation teams during private-to-public transitions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees