Senior Technology & Strategy Consultant - Wealth FinTech

Fidelity Investments Inc.; Roanoke (TX); Sur place; USD 180 000 - 240 000; Plein temps

Résumé du poste

Fidelity Institutional seeks a Director of Technology and Operations Consulting to engage and support large, complex intermediary clients across segments, collaborating with Sales and Client Relationship Groups. You will design optimal technology solutions and be a trusted advisor on Fidelity’s offerings, with travel up to 30%.

The role requires deep wealth management and fintech experience, a BS/BA, and Series 7/63, with MBA preferred.

Qualifications

• BS/BA degree required; MBA preferred.
• Series 7 & 63 required (pass within 90 days).
• Experience in wealth management, fintech or related industry.
• Proven ability to engage and advise large enterprise intermediary clients.
• Strong collaboration with Sales and Relationship Management teams.

Responsabilités

• Engage with large, complex intermediary clients and prospects to design technology solutions.
• Collaborate with Sales and Client Relationship Groups to align client goals with Fidelity solutions.
• Act as subject matter expert on Fidelity Institutional technology offerings and roadmaps.
• Present Fidelity Wealthscape platform and solutions to clients and prospects.
• Build and maintain relationships across all levels of client organizations and Fidelity teams.
• Travel up to 30% to meet with clients and prospects.

Connaissances

Wealth management knowledge

Enterprise client experience

Relationship building

Strategic problem solving

Analytical mindset

Cross-functional collaboration

Sales alignment

Industry trends awareness

Communication with executives

Formation

BS/BA degree

MBA preferred

Description du poste

Fidelity Institutional seeks a Director of Technology and Operations Consulting to engage and support large, complex intermediary clients across segments, collaborating with Sales and Client Relationship Groups. You will design optimal technology solutions and be a trusted advisor on Fidelity’s offerings, with travel up to 30%.

The role requires deep wealth management and fintech experience, a BS/BA, and Series 7/63, with MBA preferred.