Job Description:

VP of Community will be responsible for managing member relationships for the Forge Community. This person will work both with prospect, new and current members and family office organized groups to create an ecosystem of value that moves the family office industry forward.  

This role includes working with our advisory committees, external and internal partners, and the Forge team to increase the value of our community.  You will lead the Senior Project Manager of Programs and oversee the success of the Forge Community events and education program and our research program. 

The VP of Community will develop and execute strategic plans in creating opportunity and exposure for the Forge Community, building relationships within the family office industry, speaking engagement opportunities and potential partnerships to increase member growth and engagement.

The Forge Community is the largest single family office community run by and for its members.  Fidelity is the corporate sponsor for the Forge Community.  By engaging strategically with members and partners and by using the breadth of Fidelity Investments connection points, you will be responsible for growing membership and ensuring member satisfaction.

The Expertise You Have

Demonstrated expertise creating an environment of connection, community, and collaboration amongst our membership and our partners

Results-oriented collaborator and leader with a passion for community.

A deep understanding of the family office industry, competitive landscape, and broader industry trends

Family office experience in operations, investments, and leadership is a plus

Project and event management experience a plus

Ability to understand and assess customers’ need, and support prioritization of team effort with collaboration from key partners

Skilled communicator with executive presence and comfort with public speaking

Passion for delivering an excellent customer experience and ability to connect all activities back to customer value

Demonstrated experience collaborating with an advisory board or committee to deliver programs

The Skills You Bring

Proactively establish rapport and credibility that cultivates effective working relationships with members, prospects, business partners and teammates.

You have the knowledge of what makes an outstanding customer experience; positive relationship management and influencing skills

An outstanding listener that seeks to understand business drivers, crafting the set of solutions and resources to best meet and exceed the needs of the community

You have excellent presentation skills and are quick on your feet with an ability to conceptualize, plan, develop and deliver a variety of creative solutions

You can adapt and thrive in a fast-paced environment, executing on multiple priorities, and consistently delivering strong results

The Value You Deliver

Develop key strategic relationships with the principal decision makers with our member offices, member groups and valued partners.

Develop and manage a growth strategy for the Forge Community, including referrals from existing relationships.

Stay knowledgeable of changes and trends in the family office industry and competition from the findings from our platform, research, and industry connections, in order to inform and drive member satisfaction.

Lead the Membership Committee and Ambassador group, focusing on the development and success of program Initiatives, relationship and growth of our Forge Community.

Work with the Education & Events Committee and Research Committee focusing on strategy and the success of program initiatives and project plans that advance the community and community growth.

Document member and partner activities, business opportunities and all communications with clients in the CRM on a timely basis

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.