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:
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 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 all business days of every other week in a Fidelity office.
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.