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    Director of Program Management - Boston, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Boston, United States

    3 weeks ago

    Fidelity TalentSource LLC background
    Technology / Internet
    Description

    Job Description:

    The Director of Program Management is in charge of developing and overseeing client communities within Finteract, a hub for financial advisors and their teams. The ideal candidate needs a solid financial services background to independently create programs catering to these client cohorts and bring the value of Fidelity to them.

    Responsibilities:

    • Strategic Thinking: Imagine innovative ways to engage with Fidelity clients.
    • Business Case: Work with stakeholders to build client cohorts and measure their impact on business outcomes.
    • Create and Manage Communities: Implement new communities within Finteract, measure KPIs, and provide guidance to associates.
    • Enhance Product Delivery: Collaborate with various support groups to deliver value in unique ways. Provide updates on success and learnings.
    • Develop Relationships: Implement strategic plans with Fidelity and 3rd parties to expand growth and value.
    • Create Value Ecosystem: Collaborate to enhance client experience and satisfaction.
    • Lead Engagement: Engage with members, partners, and prospects strategically.
    • Communication Skills: Keep stakeholders informed on Finteract efforts.

    Requirements:

    • BS Degree required; MS degree preferred with 8+ years of experience.
    • Experience in creating connections and collaboration in the financial services industry.
    • Results-driven collaborator with a passion for community and in-depth industry knowledge.
    • Ability to understand customer needs and prioritize team efforts.
    • Experience in managing multiple project timelines.

    Skills:

    • Adaptability in fast-paced environments.
    • Proactive relationship building skills.
    • Knowledge of excellent customer experience practices.
    • Strong presentation and engagement abilities.
    • Strategic negotiation skills.
    • Collaborative and team-oriented attitude.
    • Ability to navigate complex organizational structures.

    Value Provided:

    • Manage Strategic Plans for key relationships.
    • Develop growth strategies for the community.
    • Highest levels of engagement and commitment to service.
    • Establish key strategic relationships.
    • Stay informed on industry changes and trends.
    • Document client activities and business opportunities.
    • Contribute to strategic platform development.

    Community Center of Excellence:

    • The Community Center of Excellence focuses on uniting members through a community of practice. This non-commercial group works towards the success of the community.

    Forge Community:

    • Forge Community supports single family offices with networking and industry resources.

    Finteract:

    • Finteract is a community for financial advisors to share insights and learn from peers.

    About the Company:

    Fidelity Investments aims to enhance the financial well-being of clients by providing investment and planning solutions. They offer diverse career opportunities with flexible benefits and a culture of inclusion.

    Join Fidelity:

    At Fidelity, you can build a career that impacts lives positively, supported by flexible benefits and learning opportunities. Recognized as a top 10 Best Place to Work, Fidelity values integrity, safety, and diversity.

    Certifications:


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