VP, Quantitative Researcher in Fidelity's Mosaic team focusing on portfolio optimization algorithms and mathematical techniques. Collaborating in research and implementation for diverse portfolios.
SF
Hybrid Vice President, Wealth Strategy – Planning
Posted last month
About the role
- Vice President of Wealth Strategy & Planning leading competitive insights and business processes for Fidelity's Wealth units. Engaging with senior leadership and driving strategic decision-making in a dynamic environment.
Responsibilities
- Aggregating competitive insights from Fidelity Wealth and Fidelity Brokerage to provide unified Retail competitive intelligence
- Leading efforts to understand what Fidelity Wealth’s competitors are doing and enable the organization to be more competitive
- Alignment and coordination of competitive research across all Wealth L2 orgs
- Give competitive presentations to senior executives as needed
- Manage competitive research request projects
- Publication of competitive research reports weekly and annually to leadership across Fidelity
- Competitive research website management
- Acting as the competitive subject matter expert on key strategic projects across Fidelity Wealth
- Compiling customer research and insights from across Wealth to inform strategic gaps and opportunities
- Developing and tracking Wealth market share metrics
- Contribute to Strategy formation and execution in partnership with leaders across Wealth
Requirements
- Bachelor’s degree or 10+ years of equivalent experience
- Strong executive presence and successful partnership with leaders across the organization
- Ability to influence senior executives through fact-based decision support
- Shown experience in one or more of the following preferred: customer or competitor research, management consulting, strategy, product development
- Consistent record as effective program manager innovator and change agent
- Able to set strategic direction and operationalize tactical solutions
- Strong analytical skills and strong presentation skills
- Curiosity along with the ability to bring new insights and thinking to the business
- Financial Services experience and/or knowledge
- Ability to work in a dynamic and ambiguous environment
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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