Director, Business Consultant

The Role

The team is responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients.

We help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Director, you will play a role in delivering consulting services including programs, thought leadership and data-driven insights to wealth management executives and advisors.

This role works closely with the sales and relationship management teams, as well as internal business partners and requires a leader and standout colleague who works to improve the capabilities of the overall team, ultimately providing an outstanding experience to our clients.

This role will contribute to our success by driving commercial opportunities all while developing relationships across client leadership and with other industry centers of influence.

The Expertise and The Skills You Bring

Undergraduate degree required/ Advanced degree preferred

5 years of experience within the financial services industry

Deep expertise  in intermediary clients (RIA models preferred) with demonstrated success in business consulting and/ or practice management

Series 7, 63 preferred. Required to obtain within 90 days

Must be willing to travel - 30-40% of the time

Analytical, strategic-thinking, and creative problem-solving skills including ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.

Outstanding presentation and communication skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience.

Effectively influence senior management (both internal to Fidelity and at the C-level client) through both personal interactions as well as the creation and delivery of presentations

Strong drive, take initiative, demonstrate outstanding collaboration skills, and you are customer-centric, and results driven

Abreast of current business and industry trends relevant to our clients’ businesses

Strong interpersonal skills, can effectively influence, and build solid relationships.

Good listener and empathetic

Positive contribute to the collective knowledge and success of the team by collaborating with others and sharing your insights, work product, and expertise.

Acting as a leader and subject matter expert, directly engaging with business consulting and practice management programs to help clients achieve their goals.

Develop points of view to increase the value we provide to clients and differentiate from the competition

Identify and collaborate with third parties to help clients implement recommendations or provide benefit of additional expertise

Maintaining extensive knowledge of Fidelity’s products and solutions and the IWMS platform, as well as our competitive position within the marketplace

Building and delivering clear, concise and insightful presentations to wealth management firms’ C-suites and Fidelity senior management teams

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

IWMS provides a comprehensive clearing, custody, brokerage services, investment products, trading capabilities, and consulting to registered investment advisors (RIAs), broker-dealers, banks, insurance companies and retirement record keepers. The IWMS consulting team consists of ~40 consultants responsible for delivery of business and technology consulting to drive client growth. As part of team, you will gain exposure to wide variety of strategic client business challenges and have an opportunity to develop as a leader and as a voice in the wealth management industry.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.