Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
About the role
- Strategic professional to lead complex projects in corporate environment. Ensuring efficiency and solid governance through performance indicators and project management.
Responsibilities
- Lead critical, high-complexity projects from the corporate portfolio, ensuring value delivery within established timelines and quality standards.
- Serve as a facilitator across multidisciplinary teams, managing expectations and influencing decision‑makers to ensure the success of initiatives.
- Ensure sustainment of implemented processes by monitoring actual performance with KPIs and leading continuous improvement committees.
- Conduct technical feasibility analyses and financial impact (ROI) assessments to ensure projects and process changes are economically sustainable.
- Develop policies, standards and procedures that translate corporate strategy into clear organizational guidelines.
Requirements
- Strong experience in process or project offices (BPMO/PMO).
- Proficiency in improvement methodologies (Lean, Six Sigma, or Agile).
- Data-driven, analytical mindset focused on performance indicators.
- Assertive communication skills with the ability to operate effectively at both operational and executive levels.
Benefits
- 13 payments/invoices per year (includes 13th-month payment)
- Company-provided equipment (laptop)
- 30 days of paid leave after 12 months of engagement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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