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Product Area Leader, Wealth Management Executive Services Offering

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

Job Description:

Job Description:
The Product Area Leader, Wealth Management Executive Services Offering will be a member of the Wealth Management leadership team within Personal Investing. This leader will be accountable for serving executive level Workplace Investing clients with a comprehensive, expert led offering suited to their unique needs. The program helps our customers optimize their workplace benefits, helps with complex equity compensation programs and builds pathways for them into our Wealth Management services. The Product Area Leader will define and deliver the program strategy, continuously evolve program by seeking opportunities to better support clients with the broader portfolio of Personal and Workplace services; identifying and closing offering gaps and defining work for program advancement. This leader will focus on the following:

  • Lead 7 Squads/ Teams charged with meeting the needs of executive level clients while expanding and enhancing the Executive Services program
  • Build a strong strategy to integrate program into the broader suite of Wealth Management Planning and services
  • Tailor the program to address the needs of a tremendously sensitive and important population
  • Be uniquely skilled and comfortable collaborating between Workplace and Personal Investing ensuring the best possible customer outcomes
  • Have a deep understanding of the Executive Services value proposition ability to convert WI participants to lifetime PI through benefits expertise, high-touch relationships and seamless integration with wealth planning
  • Being responsible for \u201Cfilling the funnel\u201D, creating the infrastructure, and inviting engagement to build executive populations that want to meet and plan with Executive Services distribution
    In an agile structure, you will partner with other Fidelity leaders to establish product area level strategic priorities based on an understanding of customer needs and enable execution of these priorities by the cross-functional squads aligned to your product area. You will support these squads as they improve value delivered through prioritization, creativity, innovation, collaboration, and decision making and encourage them to work iteratively, innovate through testing and experimentation, and learn from failures while celebrating success. You are committed to developing your own knowledge and bring the latest thinking to your role to empower others with that knowledge.The Expertise and Skills You Bring
    • Bachelor s degree required; MBA preferred
    • 15+ years business strategy, Plan Sponsor leadership experience
    • Series 24 License, or willingness to obtain within 6 months of joining
    • Excels at forming relationships and networks; influences peers, partners, and senior leaders to achieve outcomes
    • Experience leading multiple teams
    • Senior level Agile leadership experience required
    • Intellectually curious and analytically oriented, problem solve with strong attention to detail who can ask questions, and use analytics to frame problems, opportunities, and solutions
    • Proven strategic end-to-end business thinking, planning and decision-making
    • Ability to influence all levels of an organization and radiate strong executive presence. You interact and negotiate effectively with peers through both personal interactions and written communications
    • Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drive tough decisions
    • Self-awareness of own style and leadership approach, especially in a cross-cultural environment, adapts behaviors as necessary to maintain relationshipsThe TeamThe Wealth Management Domain sits within Fidelity s Personal Investing business. Our aim is to be a leader among the top wealth providers in the US, growing our share of assets and customers above competitors in advisory, retirement and protection solutions by making a meaningful difference in the lives of our customers as a comprehensive, integrated, planning-led solution.Please see below for the salary range for work locations in Colorado only:N/A

      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

      Please see below for the salary range for work locations in California only:N/A

      Please see below for the salary range for work locations in Washington only:N/A

      Certifications:Series 24 - FINRA
      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 2023. 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.At Fidelity, 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 \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.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 800-835-5099, prompt 2, option 3.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 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.

Keywords: Fidelity Investments, Boston , Product Area Leader, Wealth Management Executive Services Offering, Executive , Boston, Massachusetts

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