VP, Private Wealth Management Leader - Central East

Fidelity Investments • New York, NY

1d • $96,000 - $210,000 • Onsite

About The Position

The VP, Private Wealth Management Leader will report to the Regional Vice President, Private Wealth Management and is responsible for leading Wealth Management Advisors (WMA) within the PWM organization. This role will be aligned to a territory spanning multiple Investor Center markets. The VP, PWM Leader is responsible for ensuring consistent execution across integrated planning and support teams that will embrace the PWM brand, cultivate meaningful client relationships and drive positive business opportunities and client outcomes.

Requirements

• An enthusiasm for hiring, coaching, and developing high-performing talent inspired by a passion for working collaboratively and championing new ideas
• Solid understanding of High Net Worth (HNW) products and services, consultative skills and planning/guidance tools
• Superior presentation and communication skills with the ability to build strategic partnerships at any level within and outside the firm
• Strong interpersonal skills and a team player
• Ability to navigate a complex, multi-level business environment to deliver results
• Ability to work autonomously and through ambiguity, managing multiple conflicting priorities
• Excellent planning, organizing and time management skills
• Ability to travel locally and regionally
• Active Series 7 (General Securities) and Series 9/10(General Supervisory Principal) and Series 66 (Investment Advisor) licenses required
• Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance
• A minimum of 5+ years of relevant financial services and leadership experience
• Proven track record of building and developing high-performing, dispersed, client facing teams
• Experience in the HNW space, including managing complex wealth management client issues and escalations

Nice To Haves

• Bachelor's degree and advanced degree preferred.
• CFP, CFA or equivalent recommended

Responsibilities

• Builds and develops a high-performing WMA team through effective talent acquisition, hiring, onboarding, coaching, and performance management. Establish clear performance expectations and accountability standards and conduct regular performance reviews and practice reviews
• Foster a culture of collaboration, professionalism, strong work ethic, and continuous improvement across teams
• Enable high-performing PWM teams through resource utilization and collaboration with regional leadership teams to promote alignment. Accountable for overall business results within the territory their teams cover – including but not limited to customer loyalty, AUA/AUM growth, and client engagement
• Responsible for effective adoption and implementation of technology, training, and other new initiatives/priorities
• Ensure compliance with regulatory requirements, perform periodic reviews, and provide oversight for all audit related issues
• Support cross-Wealth and cross-company partnerships designed to drive additional business opportunities and growth.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Manager