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Vice President, FI Market \u0026 Business Intelligence: Clearing and Custody

Company: Fidelity Investments
Location: Boston
Posted on: September 19, 2023

Job Description:

Job Description:Do you like sharing research-based opinions? In this role you will be leading projects, capturing/synthesizing data and distilling information into useful business insights.The Expertise We re Looking For

  • 10 - 15 years experience in financial services; ideally in research, business strategy or technology consulting
  • Deep understanding of intermediary market trends, the competitive landscape, advisor practice models, and the middle, back-office services (e.g. clearing, custody, capital markets) they need
  • Familiar with various market, competitor, and client research techniques and industry data sources used to advise strategic decisions
  • MBA preferred
  • Experience leading and managing a teamThe Purpose of Your RoleAs part of the leadership team, the VP, Market & Business Intelligence: will help set our team s vision, align, integrate, and develop the resources of a small team creating research that advises all aspects of clearing and custody business, from product development to enhancing the client experience. Your primary business partners will be Relationship Management, FI Client Experience, and Product & Practice Consulting as our research helps Fidelity Institutional understand and adapt to the evolving competitive landscape and the changing business needs of our clients.The Skills You Bring
    • Your colleagues describe you as a strategic problem solver having a detailed understanding of various industry trends, advisor business models, and the technology and service infrastructure needed to run their practices
    • Defining, scoping, and leading research projects (and a team) from start to finish will be one of your strongest traits
    • Enjoy distilling industry data into insightful intelligence and answering the question \u201Cwhat does this mean for our business?\u201D
    • Relationship building skills and ability to work horizontally and vertically within the organization will serve you well
    • Strong communication and presentation skills will be vital, particularly the ability to explain sophisticated concepts in a simple, straightforward mannerThe Value You Deliver
      • Build relationships and raise the visibility of our research team through proactive engagement with new and existing business partners
      • Help create, communicate, and implement our team s vision, values and operating model that aligns and informs Fidelity s key initiatives
      • Explore innovative ideas by using existing team skills and new data sources, tools, techniques to provide more predictive and future-leaning insights
      • Synthesize quantitative/qualitative intelligence and prepare comprehensive research studies on various initiatives; such studies would include market size, growth, structure, key players, barriers to entry, distribution models, competitive advantages/disadvantages
      • Conduct market and competitor analysis on Fidelity Institutional s custody, clearing services, technology offerings and client experience; Participate in discussions that inform the development of new capabilities and improve our clients experienceCertifications:Company OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We 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 Leave of Absence/Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Boston , Vice President, FI Market \u0026 Business Intelligence: Clearing and Custody, Executive , Boston, Massachusetts

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