- 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.
- 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.
- 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.
- 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.
- 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 supports single family offices with networking and industry resources.
- Finteract is a community for financial advisors to share insights and learn from peers.
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Director of Program Management - Boston, United States - Fidelity TalentSource LLC
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:
Requirements:
Skills:
Value Provided:
Community Center of Excellence:
Forge Community:
Finteract:
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: