Senior Manager, Practice Management Solutions

Job Description: As a Senior Manager, Practice Management Solutions in Fidelity Client Consulting Practice Management Programs team, you will work closely with cross-functional and dedicated partners, including Business and Technology consultants, Relationship Managers, Sales, Product, Marketing, Technology, Legal, Compliance, and Risk partners, to drive the development and distribution of Fidelity Practice Management insights and consulting solutions to our institutional clients In this role, you will be assigned defined projects that align with the organization’s strategic priorities. Examples of projects include: Content development: Research and write high-quality content on practice management topics. This includes gathering and synthesizing information and data from various sources, working closely with consulting SMEs and client-facing teams to gather the needs of the client base and industry, constructing storylines, developing PowerPoint presentations, and working through marketing processes to deliver client-ready materials. Content distribution coordination: Partner closely with an array of cross-functional stakeholders around the company to distribute practice management content in an efficient and timely manner. Operational process & program management: Follow guidelines and instructions to carefully and successfully complete internal processes that support the operations of the business, such as LRC reviews, process checklists, etc. The Expertise and Skills You Bring: BS degree required, MBA preferred. 5 plus years of experience, ideally in program management. Effective storyteller – Ability to synthesize and distill large amounts of information while weaving together key messages and proof points to deliver thought-provoking messages. Analytical and data driven. Strong attention to details. Strong PowerPoint and Excel skills. A great team player. A self-starter with a growth mindset and a “can-do” attitude. Thrive in a fast paced and changing environment. A genuine interest in the world of wealth management. Demonstrated experiences in Wealth Management industry preferred. Consulting experiences preferred. The Team The Fidelity Client Consulting Team provides consulting and practice management insights to intermediary clients on a range of topics, from business to technology practices. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale and efficiency, enhancing customer experience, and delivering insights that drive confidence, clarity, and results. We work with banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries. Certifications: Category: Consulting Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy