The Vice President, Solutions Consultant is responsible for working with Fidelity Broker Dealers/Banks to help them grow and evolve their businesses through the lens of transformative technology, product and platform design. This role will ultimately be a product and platform “Storyteller,” someone who has a strong understanding of technology stacks and value behind integration. You must be well versed in understanding the trends, opportunities and challenges facing these firms, as well as designing and articulating how Fidelity’s technologies, as well as 3rd party solutions helps firms evolve their businesses and thrive through transformational change. You will be a relied upon subject matter expert for Fidelity Clearing & Custody Solutions (FCCS) Prospects, Clients, Sales and Relationship Management associates, as well as other internal and external business partners. You will engage with clients and prospects to ensure the awareness and adoption of relevant technology solutions that help them achieve their business growth, productivity and client satisfaction goals.
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 8 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.
Under the umbrella of Fidelity Institutional, Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, technology solutions and integrations, brokerage, investment and reporting services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families. Fidelity Clearing & Custody Solutions' goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. Fidelity Clearing & Custody Solutions has $2.1 trillion in AUA and services about 3,850 clients and more than 6 million accounts.
The Expertise You Have
BS/BA degree required
Series 7 & 63 required (pass within 90 days)
10+ years’ experience in wealth management industry; technology, integration, product and platform
Must have solid understanding of Broker Dealer/Bank landscape, competitive trends, and strong familiarity with Fintech solutions and the value behind an integrated technology stack
A solid background in managed accounts, financial planning a plus
The Skills You Bring
You bring a consultative approach; you deploy a thoughtful strategy in how to best apply the components of the Fidelity ecosystem to help drive our clients business forward.
You are a creative problem solver; each of our clients has a unique set of circumstances that require an open mind and a diagnostic approach
You are highly collaborative, influential and effective, building relationships across all levels of associates and throughout Fidelity, as well as with clients and prospects.
You are an outstanding listener and seek to understand a firm’s business drivers, developing solutions and strategies to best meet and exceed their goals
You will provide broad industry perspectives, best practices and thought leadership to clients and to FCCS segment heads of Sales and RM - accountable for developing the specific client strategy and moving it forward
The Value You Deliver
Client and Prospects
Engage with firms (both clients and prospects), gaining insight into opportunities and challenges, developing and delivering strategies to grow, scale and enhance client relationships for that firm
Provide insights, best practices and thought leadership to clients and prospects
Collaborating with FCCS segment leads (Sales and Relationship Management), uncovering prospect and client opportunities to engage
Understand Fidelity and 3rd party solutions for firms, while having deep insight into selection, implementation, configuration and optimization
Represent Fidelity at client & industry conferences delivering the platform value proposition in the form of one-on-one conversations and speaking engagements
Platform Strategy & Development
Develop and present Fidelity and 3rd party product and platform technology solutions to C suite executives.
Contribute to the development of the strategic platform roadmap by providing key inputs based on observations in the areas of competition, prospect/client needs, and market evolution
Play a key role in helping internal business partners understand the platform roadmap and strategies to execute against client and prospect opportunities
Work with the business segment leads to develop and implement the communication and education strategy on FIITS solutions and applicability to firm needs and goals
Work with FCCS marketing to develop messaging that drives adoption of technology products and services
At Fidelity, we are focused on 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.