Job Description:

The Role

As a member of the Wealth Management Experience Client Development Squads, you will be an integral program leader with a client obsessed and advisor focused approach, sharing a common objective to drive awareness, conversion, and deepening of the relationship with our clients and their families, early and ongoing.

In the role, you will be part of the Insights from Fidelity Wealth Management squad, focused on growing and differentiating Fidelity’s premier Wealth Management thought leadership program – Insights from Fidelity Wealth Management. This integrated and multi-media thought leadership program will drive ongoing digital and live channel engagement to deepen relationships, planning, and share of wallet among Fidelity’s Wealth Management clients.

#CSB

In this role you will:

• Bring a client obsessed approach as you plan, deliver and measure this ongoing thought leadership experience developed for high-net worth clients and their families
• Lead client and advisor research and feedback strategies to continuously enhance and differentiate the experience
• Lead the measurement plan to continuously improve the program across all channels
• Deliver at every moment that matters for our clients through proactive response during market volatility, key planning opportunities and ongoing client needs
• Work across the organization to drive awareness internally and externally and to drive engagement with the program and meet and exceed key performance indicators

The Expertise and Skills You Bring

• Knowledge of and experience with High Net Worth Wealth Management experiences
• Strong analytics background and experience leading sophisticated learning agendas and measurement programs
• Experience with thought leadership programs and content marketing a plus
• Ability to build credibility and trust with a diverse set of partners and understand how to influence without authority
• Strong program management skills and ability to lead several high priority initiatives simultaneously with multiple partner groups
• Commitment to cross-functional collaboration in agile, client-centric, fast paced environments
• Understanding of Fidelity’s retail distribution model, digital platforms, advisory offerings, and financial planning capabilities
• Bachelor’s degree or equivalent with 10+ years of experience; Master's degree preferred

The Team

The Insights from Fidelity Wealth Management squad is a critical part of the Client Development focus within the Wealth Management Experience and Retirement product area. The squad plans, implements, and measures the multi-media thought leadership program for Fidelity’s Wealth Management clients. The squad will set strategic direction of the program with a client- and advisor-focused approach and is accountable for setting and achieving targets related to business and client outcomes.

Certifications:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees’ Choice Award(opens in a new tab), 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.

As a result of COVID-19, many of our associates are continuing to work remotely. 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 “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.