Director Technology Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will advise large, complex intermediary clients and prospects on technology and operational solutions. You will assess business needs and workflows, recommend solutions, present the Wealthscape platform, support sales and relationship-management partners, share client and competitive insights, and represent the organization at industry conferences.
Requirements
- 7–10 years of wealth management, fintech, or related industry experience
- BS/BA degree
- MBA preferred
- Series 7 and Series 63 licenses; pass within 90 days
- Experience supporting large, complex enterprise intermediary clients
- Knowledge of wealth management technology needs, fintech, competitive landscape, and industry trends
- Ability to assess customer needs and operational workflows and scope technology solutions
- Knowledge of solution selection, implementation, configuration, and optimization
- Ability to manage through influence and serve as a trusted business advisor in a matrixed organization
Responsibilities
- Engage large, complex intermediary clients and prospects on technology and operational solutions
- Assess client needs and operational workflows and recommend value-optimizing technology solutions
- Drive awareness and adoption of relevant technology solutions
- Communicate product and technology solution vision and roadmap
- Gather client, prospect, competitive, and industry feedback to inform strategy
- Develop and deliver strategies to grow, scale, and enhance client relationships
- Collaborate with sales, relationship management, leadership, and field associates to uncover opportunities and deepen relationships
- Present the Fidelity Wealthscape platform and its workflow integrations
- Provide client and competitive insights to internal partners
- Help regional field associates understand platform roadmaps and execution strategies
- Represent Fidelity at client and industry conferences
- Travel up to 30%
Benefits
- Fully paid parental leave
- On-site health and wellness centers