Engagement Lead - Workplace Investing

Job Description:

As Engagement Lead – Fidelity Workplace Investing, you lead the day-to-day management of strategy projects critical to the Workplace Investing (WI) business. Our projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by WI business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses.
 

These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.
 

The Team

Fidelity Consulting (“FC”) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.
 

The Expertise You Have

• You hold an MBA, or equivalent business, strategy, or analytical background.
• The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.
• You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.
• Demonstrated interest or experience in the financial services industry, particularly in the workplace investing / employee benefits space.
• You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
• You have both the flexibility and the skill to lead and contribute to teams.
   

The Skills You Bring

• Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation
• Understanding and knowledge of the workplace investing industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape across various areas (e.g., Defined Contribution, Defined Benefit, Managed Accounts, Stockplan Services, Health Savings Accounts)
• Understanding of key activities including but not limited to sales, relationship management, product/offering development and go-to-market strategies
• Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research
• Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations
• Ability to assess risk and operationalize findings - turning research into actions
• Proficient in quantifying challenges and requirements related to execution
• Driver of decisions in complex environments with multiple partners
• Skilled in building relationships with peers and executives in a variety of capacities
• A desire to develop and mentor people
   

The Value You Deliver

• Leading and delivering complex, strategic, groundbreaking, and growth projects aligned to key priorities within the WI business
• Interacting with Fidelity associates at more senior levels, gathering data and input and helping build consensus with key partners
• Directing various analyses, including market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis/modeling
• Preparing and delivering presentations to senior executives

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.