VP of TEM Participant Engagement Strategy
About The Position
Fidelity Wealth's Tax-Exempt (TEM) Product Area is seeking an accomplished leader with a passion for engaging partners across Brokerage, Wealth, Fidelity Institutional, and Workplace Investing to enable customer experiences that drive lifetime engagement with Fidelity. As a leader engaged with multiple executives across various business units, you'll use your polished executive presence, passion for problem-solving, and persistent curiosity to forge partnerships, create and deliver on a strategic roadmap, and bring actionable value to the business. This position will report to the TEM Product Area Leader.
Requirements
- Bachelor's degree required
- 12+ years of general management and strategy experience in financial services
- Demonstrated competencies to negotiate and influence at all levels within an organization
- Strong both written and verbal communications and ability to translate business context, challenges and strategy into executive level presentation
- Successful track record partnering across multiple business units to create alignment and drive execution prioritization
- Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo
- Strong interpersonal and organization skills including the ability to lead by influence and build relationships at all organization levels
- Skilled at working with executive leadership team with competing priorities and key dependencies.
- Strong executive presence, with significant executive briefing skills
Responsibilities
- Working with the leadership team to establish business direction and develop strategies
- Develop and manage domain-wide mechanisms that build strategic alignment and multi year planning.
- Develop/manage forward-looking comprehensive plan - anticipate needs/priorities, seek/incorporate input from leaders, identify/resolve issues, manage interdependencies, maintain/prioritize backlog, provide transparency - and manage/supervise follow-up items from key executive meetings
- Design, coordinate and support executive management routines/meetings (quarterly planning, MYP planning, operating reviews, strategic alignment meetings, all associate meetings)
- Support the oversight and program management of ad hoc initiatives where necessary (e.g., investment portfolio management/transparency, cross-BU initiatives, executive scorecards/important metrics & KPIs)
- Continuously scan marketplace and competitive landscape to identify and launch the next generation of business initiatives to meet client needs.
- Lead select strategic initiatives as needed.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
