- Be a strategic thinker in helping to imagine this new way of engaging with Fidelity clients.
- Build the business case with Fidelity stakeholders to create client cohorts and measure the impact on business outcomes.
- Create and manage subcommunities within Finteract oversee implementation of the new communities through measurement of KPIs and training of moderators.\u00A0 Provide guidance and support to Fidelity associates who participate in these cohorts.\u00A0
- Enhance the delivery of Fidelity products and services to client cohorts in new and unique ways.\u00A0 Work with different client support groups to deliver value, information and support in new ways.\u00A0 Collaborate with Client Experience, Practice Management, Marketing and Asset Management.\u00A0 Providing regular updates on the success and learning from these efforts.
- Develop strategic plans for significant relationships. The relationship manager will have primary accountability for the development and execution of strategic plans within Fidelity and with strategic 3rd parties. \u00A0This individual will implement these strategies to effectively expand Finteract growth and value, building a network of productive, engaged relationships and drive growth.
- Create an ecosystem of value for Fidelity businesses. You will work with Fidelity leaders, Fidelity clients and Finteract to create an enhanced client experience.\u00A0 Engaging strategically with members and stakeholders by using the breadth of the Community s connection points, you will be responsible for growing these relationships and ensuring member and stakeholder satisfaction.
- Lead engagement. You will engage with members, partners and prospective members and partners to support strategic growth of Community and find synergistic value for all.
- Demonstrate strong communication skills to keep stakeholders up to date on Finteract and the client community efforts.
- BS Degree required; MS degree preferred and 8 + years of experience
- Demonstrated expertise creating an environment of connection, community, and collaboration amongst our membership and our partners
- Experience driving large, sophisticated, strategic initiatives within financial services, focusing on the industry-leading solutions and resources that Community offers
- Results-oriented collaborator and leader with a passion for community, and a deep understanding of the financial services, advisor industry, competitive landscape, and broader industry trends
- Ability to understand and assess customers need, and support prioritization of team effort with collaboration from key business partners
- Experience with managing multiple project timelines
- You can adapt and thrive in a fast-paced environment, executing on multiple priorities, and consistently delivering strong results that drive toward established KPIs
- Proactively establish rapport and credibility that cultivates effective working relationships with teammates, internal business partners, prospects and clients.
- Knowledge of what makes an outstanding customer experience; positive relationship management and influencing skills
- Highly collaborative, influential and effective in building relationships across all levels of associates, as well as with clients and prospects of all sizes
- An outstanding listener that seeks to understand business drivers, crafting the set of solutions and resources to best meet and exceed their goals
- Excellent presentation skills and are quick on your feet with an ability to conceptualize, plan, develop and deliver a variety of creative solutions
- Strength in engaging
- \u00A0with firms to gain insight into opportunities and challenges, developing, and delivering strategies to grow, scale and enhance client relationships for that firm
- Startup experience, or a desire to have a view into all aspects of the business that might otherwise be hard to come by
- A collaborative, team-oriented attitude: No job is too small, a willingness to do what it takes to get the job done
- Ability to navigate a large, multi-business unit firm, while balancing the startup environment in Finteract
- Own and manage Strategic Plans for key relationships with significant members and partners
- Develop and manage a growth strategy for Community
- Demonstrate the highest levels of engagement with the team and commitment to service
- Develop key strategic relationships with the principal decision makers with our member offices and groups and valued partners
- Stay knowledgeable of changes and trends in the financial services industry from the findings from our community and industry research. Be an active contributor to our collective intelligence to better serve our members and make recommendations for product/service enhancements.
- Document client activities, business opportunities and all communications with clients in the CRM on a timely basis
- Stay informed of changes in the member s business, competition, industry, and marketplace, through proactive solicitation and/or research, in order to inform and drive member satisfaction
- Contribute to the development of the strategic platform roadmap by providing key inputs based on observations in the areas of member and partner needs, competition and evolving trends
- The Community Center of Excellence is a core team focused on bringing members together through a community of practice.\u00A0 This group is fortunate to be seed funded by Fidelity, while having the ability to be non-commercial, vendor agnostic and focused on the success of the community.\u00A0
This is a small but mighty group of community-builders. We believe that nothing great is built alone. You will collaborate with an agile cross-functional team, and a group of member volunteers to deliver valuable content to our community.\u00A0
The Community Center of Excellence serves the Forge Community and a newly formed community, Finteract.\u00A0 \u00A0 - Forge Community is a fast-growing, thriving community of practice for single family offices. We aim to inform, inspire, and equip family office professionals to serve families in the best way they can. We offer a vetted network of family office peers, industry-leading benchmarking research, an expansive digital library, and unique professional learning opportunities to 1600+ members across the country.
- Finteract is a new community of financial advisors.\u00A0 The community launched with a digital platform with now 500 financial advisors.\u00A0 A community that gains unbiased perspectives from peers whether they are a financial advisor or someone who supports the advisor (e.g., in-house operations and service). A place to share with those on a similar path and learn from those on a different one.
Director of Program Management - Boston, United States - Fidelity TalentSource LLC
Description
Job Description:
The Director of Program Management will be responsible for creating and managing Fidelity client communities within Finteract, an industry community for financial advisors and their staff.\u00A0 The ideal candidate will have a strong financial services background and be able to independently create programs that serve financial advisors and their staff and bring the value of Fidelity to these individual client cohorts. \u00A0
Here s what you ll do as Director of Program Management:
The expertise you offer:
The skills you bring:
The value you provide:
Community Center of Excellence:
The Forge Community:
Finteract:
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. \u00A0\u00A0
We offer a wide range of
benefits to meet your evolving needs and help you live your best life at work and at home. \u00A0These 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. \u00A0Note, the application window closes when the position is filled or unposted.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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).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
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
, or by calling , prompt 2, option 3.