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Fidelity TalentSource LLC
Boston, MA, United States
Job Description: The Role As a Vice President, you will join Fidelity Institutional s (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all aspects of a wealth management business - business strategy, service model, operations, products & services, an
Job Source: Fidelity TalentSource LLCConfidential
Boston, MA, United States
Vice President, Strategic Accounts About the Company Premier provider of cash management solutions Industry Financial Services Type Privately Held Founded 1852 Employees 10,001+ Categories Support Services Inventory Contract Management Security Services Patrol Services Investigative Services Security Financial Services Investigation and Security S
Job Source: ConfidentialConfidential
Boston, MA, United States
Vice President, Client Sales About the Company Leading digital service connecting doctors to patients in real-time via phone & web Industry Hospital & Health Care Type Public Company Founded 2002 Employees 1001-5000 Categories Health & Wellness mHealth Health Care Hospital Mental Health Primary and Urgent Care Telehealth Wellness Specialties tele
Job Source: ConfidentialConfidential
Boston, MA, United States
Vice President, Client Marketing About the Company Established provider of energy-saving & renewable energy solutions Industry Electrical/Electronic Manufacturing Type Privately Held, Private Equity-backed Founded 1994 Employees 501-1000 Categories Industrials & Manufacturing Electrical Consulting & Professional Services Energy Electricity Oil & G
Job Source: ConfidentialConfidential
Boston, MA, United States
Vice President, Client Sales About the Company Leading digital service connecting doctors to patients in real-time via phone & web Industry Hospital & Health Care Type Public Company Founded 2002 Employees 5001-10,000 Categories Health & Wellness mHealth Health Care Hospital Mental Health Primary and Urgent Care Telehealth Wellness Ambulatory Serv
Job Source: ConfidentialSCS Financial
Boston, MA, United States
Firm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 130 employees and is headquartered in Boston, with offices in New York City, Providence, and Los Angeles. We manage ~$30 b
Job Source: SCS FinancialConservation Law Foundation
Boston, MA, United States
Description Conservation Law Foundation (CLF) is seeking an Associate VP of Strategic Litigation to join our team working for a healthy and thriving New England for all. CLF's Strategic Litigation team works on groundbreaking environmental law cases, currently including climate-change liability claims against the world's largest oil and gas produc
Job Source: Conservation Law FoundationConfidential
Boston, MA, United States
Vice President Strategic Corporate Accounts About the Company Influential engineering & electronics company Industry Industrial Automation Type Public Company Founded 1847 Employees 10,001+ Categories Consumer Electronics Electrical Distribution Energy Efficiency Health Care Manufacturing Electrical Consulting & Professional Services Automotive Cl
Job Source: ConfidentialBoston, MA, United States
Job Description:
The Role
As a Vice President, you will join Fidelity Institutional' s (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all aspects of a wealth management business - business strategy, service model, operations, products & services, and technology. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale & efficiency, enhancing customer experience, and delivering insights that help drive confidence, clarity, and results. 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.
You will represent our offering as an ambassador in the industry - best practices, insights, and resources. The role requires a standout colleague who can engage with our largest firms and executive audiences, ultimately providing an outstanding experience to our clients and business partners.
The Expertise and Skills You Bring
MBA degree or equivalent is preferred.
15+ years of experience within the financial services industry
Consistent record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.
Deep expertise in intermediary clients (RIA models preferred) with demonstrated success in consulting with executive leadership at intermediary clients and driving action from recommendations.
Develop and maintain strong client relationships across multiple client constituencies including marketing, relationship management, technology, product and CE
Series 7, 63. Required to obtain within 90 days
Outstanding senior leadership communication and ability to influence
Proven analytical, strategic-thinking, and critical problem-solving skills
Outstanding presentation and communication skills, both verbal and written, with a sense of humor and a balanced perspective
Strong drive and ability to take initiative
Outstanding collaborative and team skills, contributing to the team's collective knowledge and success
Skilled in establishing relationships with peers and executives in a variety of capacities
Working with the largest RIA client to drive their economic contribution to Fidelity; including providing leadership & support for competitive asset opportunities
Acting as a leader and subject matter authority, directly engaging to help clients achieve their goals
Identifying Fidelity solutions that meet clients and prospective clients' needs
Partnering with Relationship Management and Sales, as well as internal business partners to identify key considerations and solutions that move clients toward achieving their goals
Maintaining extensive knowledge of Fidelity's products and solutions and the FI 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
The Team
Fidelity Institutional (FI) provides a comprehensive clearing, custody, brokerage services, investment products, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), broker-dealers, banks, insurance companies, retirement record keepers, and DCIOs. This role works closely with the sales and relationship management teams, as well as internal business partners within FI and broader Fidelity, serving as a gateway to Fidelity products & services.
Our organization is the perfect place to hone your wealth management industry knowledge and have a tremendous impact on clients and on the FI organization. We are a highly collegial, close-knit group which thrives off outstanding perspectives and methodologies from our diverse associate base.
The base salary range for this position is $124,000-$262,000 per year.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Consulting
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Email Alert for Vice President, Strategic Client Consultant jobs in Boston, MA, United States
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