Job Description
Job Description: The Role The FI Organization is seeking a Practice Management Consultant with proven subject matter expertise in helping advisors be more productive in their practices, and more informed when planning for growth and efficiency opportunities. The practice management offering provides support to financial services firms on the structure and delivery of in-house programs and content. These services are delivered through a variety of channels, including workshops, webcasts, and white papers as well as working directly with advisors and home office staff through regional events and in person consultations. The role will work alongside field wholesalers and relationship managers to boost client satisfaction, loyalty, and generate strong sales lift for our products and solutions. Lastly, the candidate will collaborate with other specialty consulting teams including investment management, portfolio construction, and financial planning to develop differentiated insights for our clients. Responsibilities include:
- Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice.
- Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors.
- Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues.
- Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights.
- Partner with the Relationship Management and Sales organizations to increase and deepen client engagements.
The Expertise and Skills You Bring - Undergraduate degree or equivalent required. Advanced degree or equivalent experience desired.
- 10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services
- Experience with benchmarking and best practice studies
- Series 7, 63 preferred. Required to obtain within 90 days.
- High familiarity with wealth management services within the financial services industry
- Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience. Comfort with large audiences.
- Solid analytical, strategic thinking, and creative problem-solving skills. These include but are not limited to: ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.
- Embodies tenacious drive, collaboration, customer-centric mindset, and owning result
- Travel Required (50%+)
- Note: Fidelity will not provide immigration sponsorship for this position.
The Team Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regional and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity's Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients in growing their enterprises to improve our assets under management and market share.
The base salary range for this position is $130,000-264,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications: Series 07 - FINRA, Series 63 - FINRA
Category: Consulting
Job Tags
Work at office, Home office,