Job Description:

The Role

Reporting to the Head of Wealth Solutions, this leader will be a key member of the Senior Leadership Team and will partner across key partners within Fidelity Wealth and across the enterprise. Fidelity Wealth is a business with a focused mandate to grow and scale, while finding new ways to benefit from our partnership with Workplace and Brokerage, where we have a unique competitive edge. We’ll achieve this growth by doing what we do best – helping people.

The Financial Planning & Advice team delivers the planning services used by nearly 8 million customers across multiple business units including Wealth, Brokerage, and Workplace.

The Expertise and Skills You Bring

• 15 years of business leadership experience

• Bachelor degree required; advanced degree in Business or related field a plus

• CFP a plus

• FINRA series 7, 24 and 99 required (can be obtained within 90 days of starting role)

• Extensive Planning and/or Wealth Management experience required; plus the passion to help our customers lead the lives they desire with Fidelity as a guide along the way

• Consistent record of collaboration across business areas aligning on a common visiting to improve customer outcomes

• Senior-level experience developing Planning & Advice capability strategies aligned with and in support of the strategic direction of the business and leading cross-functional and cross-business unit teams to execute those strategies

• You are a results driven leader obsessed with improving customer outcomes through industry leading planning & advice capabilities

• You have an expert-level ability to build collaborative relationships and influence at all levels within and across the organization with the proven ability and passion to help customers realize their financial goals

• You demonstrate excellent verbal and written communications skills and ability to effectively structure and deliver presentations, champion recommendations, and influence decisions at all levels of management.

• You take pride in being an authentic leader and culture carrier who inspires creativity and innovation, proactively develops and shares knowledge, and builds a culture of inclusion and continuous learning with a focus on associate growth while simultaneously ensuring that quality standards, consistency and voice are maintained throughout.

The Value You Deliver

Develop and deliver planning strategies that drive financial success to millions of customers across Fidelity Wealth, Fidelity Brokerage and Workplace with easy-to-use, easy-to-understand, and engaging digital solutions and experiences.

Deepen Planning Engagements for customers across the Wealth Spectrum with a focus on development, retention, and building generational relationships

Through planning engagements, increase solution adoption by customers to optimize their financial success while increasing revenue flows to the business

Partnering with key leaders across Fidelity, establish new and innovative planning capabilities to solve for evolving customer needs across multiple channels and businesses ensuring every customer has a plan in place to help them achieve their goals

Blending deep understanding of the technical platform capabilities, underlying methodology tools with exceptional business and planning acumen, work to ensure state of the art planning capabilities to help customers

The Team

The Wealth Solutions business operates with the vision of helping more customers achieve their financial goals. To do that, we take a customer first approach to bundle market leading products and services as one offering with a digital first, but advisor backed experience powered by scalable tools and platforms.

You will lead a customer-obsessed team and bring broad executive leadership with an obsession for delivering customer value.

You will partner and collaborate with leaders across Fidelity to address customer and sponsor planning needs across all channels.

You will partner with SAI to implement planning methodologies designed to optimize customer outcomes by deepening adoption of Products, Services and Solutions.

You will define the strategy for the suite of digital and live channel planning services from basic financial wellness for young savers/accumulators to complex planning for High-Net-Worth customers in Private Wealth Management and everyone in between - with a goal of maximizing customer outcomes, deepening engagement and building lifetime relationships.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.