Vice President Private Wealth Management Leader
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.
Maintainer signals as of 9/25/2026
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 lead Wealth Management Advisors across a multi-market territory. You will build and coach a high-performing team, drive business results and client engagement, implement initiatives and technology, oversee regulatory compliance, and develop partnerships that create growth opportunities.
Requirements
- Active FINRA Series 7, Series 9, Series 10, and Series 66 licenses.
- Bachelor's degree; an advanced degree is preferred.
- CFP, CFA, or equivalent certification is recommended.
- Deep knowledge of institutional sales, relationship management, wealth planning, and benefits guidance.
- At least 5 years of relevant financial-services and leadership experience.
- Experience building and developing dispersed client-facing teams.
- Experience in high-net-worth wealth management and resolving complex client issues and escalations.
- Ability to travel locally and regionally.
Responsibilities
- Build, hire, onboard, coach, and manage a high-performing Wealth Management Advisor team.
- Set performance expectations, conduct performance and practice reviews, and maintain accountability standards.
- Drive business results, including customer loyalty, AUA and AUM growth, and client engagement.
- Implement technology, training, and other priorities.
- Ensure regulatory compliance, conduct periodic reviews, and oversee audit issues.
- Develop cross-Wealth and cross-company partnerships that create business opportunities.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment.
- Tuition reimbursement.
- Learning resources.