Director, Technology Consultant

Fidelity Investments; Westlake (TX); On-site; USD 140,000 - 230,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Director of Technology and Operations Consulting to engage with large intermediary clients, design optimal technology solutions, and drive adoption of Fidelity's wealth-tech offerings.

You will collaborate with Sales, Client Relationship Groups, and internal partners to align technology capabilities with client growth and satisfaction goals. You should bring 7–10 years in wealth management or fintech, a BS/BA (MBA preferred), and Series 7/63.

Qualifications

• 7–10 years in wealth management, fintech or related industry experience.
• Series 7 & 63 required (pass within 90 days).
• Experience guiding large enterprise intermediary clients with sales/relationship groups.
• Proven ability to influence leaders and deliver strategic technology solutions in a matrixed organization.

Responsibilities

• Engage and support large, complex intermediary clients and prospects across segments with Sales and Client Relationship Groups.
• Design optimal technology solutions and resources to help clients achieve goals.
• Communicate Fidelity product and technology solutions vision and roadmap, and gather feedback to inform strategy.
• Travel up to 30%.

Skills

Wealth management experience

Fintech industry knowledge

Relationship management

Strategic problem solving

Willing to travel

Education

BS/BA degree

MBA preferred

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Director, Technology and Operations Consulting is responsible for engaging and supporting large, complex intermediary clients and prospects across all segments in collaboration with the Sales and Client Relationship Groups. You will work with business partners to effectively and impactfully design the optimal technology solutions and resources that empower the clients to achieve their goals. You should be well versed in the technology needs of large, enterprise wealth management firms, current trends and the fintech ecosystem. You and the team are relied upon subject matters expert for Fidelity Institutional prospects, clients, Sales and Relationship Management associates, as well as other internal and external business partners. You will engage with clients and prospects to ensure the awareness and adoption of relevant technology solutions that help them achieve their business growth, productivity and client satisfaction goals. You will play a key role in both communicating the Fidelity product and technology solutions vision and roadmap, as well as driving feedback from clients, prospects, competition and the broader industry to the broader Fidelity Institutional domains and strategy groups.

The Expertise and Skills You Bring

• 7-10 years in wealth management, fintech or related industry experience
• BS/BA degree required; MBA preferred
• Series 7 & 63 required (pass within 90 days)
• Results-oriented collaborator and consultant with a passion for FinTech and a deep understanding of the wealth management industry, competitive landscape and broader industry trends
• Experience supporting large, complex, enterprise intermediary clients and an ability to understand and assess customers’ needs, operational workflows, scoping the technology solution with collaboration from key business partners and recommending solutions that optimize value for the prospect/client and for Fidelity
• Excels at building relationships and networks; influences peers, stakeholders, and senior leaders to achieve outcomes with a focus on continuous learning.
• Strategic problem solver, proven execution, data based and analytical approach to solving problems
• Proven track record to manage through influence and serve as trusted business advisor to leaders in a matrixed organization
• You have a passion for working with Sales and Relationship Management business partners to drive results by delivering the best of what Fidelity has to offer.
• You are collaborative, influential, and effective, building relationships across all levels of associates and throughout Fidelity, as well as with clients and prospects of all sizes
• Building on a foundation of technology, you are skilled at understanding and applying solutions to solve needs in an evolving and growing wealth management / FinTech ecosystem
• You are an outstanding listener and seek to understand a firm’s business drivers, crafting the set of Fidelity solutions and resources to best meet and exceed their goals
• Engage with firms (both clients and prospects), gaining insight into opportunities and challenges, developing and delivering strategies to grow, scale and enhance client relationships for that firm
• Collaborating with FI leadership and field associates (Sales and Relationship Management), uncovering prospect and client opportunities to engage, driving assets, revenue and deepening relationships.
• Understand Fidelity and 3rd party solutions for firms, while having deep insight into selection, implementation, configuration and optimization
• Present Fidelity Wealthscape platform to illustrate functionality and integration into key workflows
• Represent Fidelity at client and industry conferences.
• Provide key client and competitive insights to internal partners to help inform their product vision and roadmap.
• Play a key role in helping regional field associates understand the platform roadmap and strategies to execute against client and prospect opportunities.
• Ability to travel 30%

The Team

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 8 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.

Fidelity Institutional provides a comprehensive clearing and custody platform, technology solutions and integrations, brokerage, investment and reporting services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker‑dealer firms, banks, insurance companies, family offices, and wealthy families.

Fidelity Institutional’s goal is to help clients ensure that they are always future‑ready by offering knowledgeable consulting, exceptional people and transformative technology. Fidelity Institutional has $2.1 trillion in AUA and services about 3,850 clients and more than 6 million accounts.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Consulting

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.