Consultant, Separately Managed Accounts

Wealth Planning Applications Team Member

A proactive collaborator who is digitally innovative and a problem solver seeking an excellent opportunity to elevate our wealth planning applications. Seek a great teammate who is passionate about our Wealth offerings, dedicated to improving applications for our Fidelity Wealth customers.

The Expertise and Skills You Bring

• Bachelor's degree with 8+ years of work experience including 4+ years of financial services experience
• Knowledge of Fidelity Wealth Management offering, Wealth Solutions, and experience with Managed Accounts is preferred
• Standout colleague with excellent communication, and project management abilities.
• Experience identifying, and owning working with data to analyze, find opportunities, drive fact-based decision making, and measure results
• Proficiency in an Agile way of working with experience collaborating and translating business requirements into action for designers and developers, including business acceptance testing, validation exercises, and release management.
• Builds credibility and trust with diverse partners across varied business groups and understands how to influence without authority
• Intellectually curiosity, with a continuous improvement approach, and models a culture of learning and coaching
• Ability to balance business, operational, and technology needs with regulatory and audit requirements, collaborating and gaining agreement with Legal, Risk, and Compliance (LRC) as well as Audit (internal and external).
• MBA, CFP or other related licenses or designations a plus

Note : Fidelity will not provide immigration sponsorship for this position.

The Wealth SMA (Separately Managed Accounts) & Entity Profiling squad is a key part of the Wealth Implementation and Experience Product Area, within the Wealth Solutions Domain. This squad supports a suite of Wealth applications that our planning and service / operations associates use to deliver best in class planning experiences for our Fidelity Wealth clients. The team is a multi-functional group of individuals with product management, product delivery, content development, and platform expertise. A high level of collaboration with key partners across the Wealth Solutions domain, Investment Advisor Group, Investor Services, Strategic Advisers, Financial Solutions, Marketing, and Legal, Risk and Compliance is vital.

Category : Business Analysis