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Consultant, Wealth Management - Boston, United States - Soteriare
Description
Consultant, Wealth Management & Retirement Offerings page is loadedConsultant, Wealth Management & Retirement Offerings
Apply
locations
Boston, MA
Merrimack, NH
time type
Full time
posted on
Posted Yesterday
job requisition id
Job Description:
The Role
As a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find opportunities, and recommending a solution that supports our offering.
The Wealth Managements goal is to help millions of Americans invest towards their goals, developing an integrated plan for retirement, and feeling protected in times of need.
In the role, the Consultant will be:
Identifying the needs and opportunities of our high-value customers
Leading or supporting ideation, development, and execution of new strategies, focused on quantifying and presenting the value that Wealth Management is delivering
Crafting strategies for testing that will offer innovative solutions that outpace the competition
Driving and supporting key aspects of the strategy development life cycle including case development, business requirements, and designing and implementing end-to-end customer experiences
Working with both internal and external business partners to optimize associate and client experiences that address the needs of our clients
The Expertise and Skills You Bring
Bachelor's or equivalent with 8+ years
of overall business experience and 5 years of product management or consulting experience within financial services
Knowledge of and experience with High Net Worth wealth management offering
Fidelity Wealth Services, Distribution and/or Managed Accounts experience is a plus
Articulating client needs in the design of products and solutions
Implementing metrics to aid in identifying improvement opportunities
Building credibility and trust with a diverse set of partners
Strong program management skills and ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity
Thinking broadly about both digital and live channel experiences, as well as how unique elements fit together
Dedicated to cross-functional collaboration in agile, client-centric, fast paced environments
The Team
As part of Wealth Management and Retirement Offerings product area, the Wealth Management Offering squad differentiates our Wealth Management offerings and transforms our business to deepen client relationships at scale.
This group ensures we bring together all our solutions and platform capabilities for a seamless, integrated Wealth Management experience.Certifications:
Category:
Product Management 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).
About Us
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
For information about working at Fidelity, visitFidelity Investments is an equal opportunity employer.
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 please contact the following:
For roles based in the US: Contact the HR Leave of
Absence/Accommodation
Team by sending an email to
,
or by calling , prompt 2, option 2
For roles based in Ireland:
Contact
For roles based in Germany:
Contact A
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