Consultant delivering retirement products and services at Fidelity. Leading initiatives and collaborating on product strategies within financial services.
Responsibilities
Leads, influences, and motivates colleagues without formal authority
Owns several initiatives at once and able to work independently to complete tasks in high-quality, timely manner
Synthesizes complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way
Actively participates in defining requirements and expectations to help inform product strategy and roadmap
Work and acts independently, multi-tasks, influences others, and maintains a positive can-do demeanor
Requirements
Bachelor’s degree with minimum of 8 years of professional experience
MBA is a plus
FINRA Licensing (Series 7, Series 63/66, Series 24, Series 9/10) is a plus but not a requirement
Solid business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services
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