Headquarters Director Level Opportunities

Location
Smithfield, RI
Posted
September 13 2017
Ref
1706978
Industry
Securities
Description

As a Director in our Home Office supporting Personal Workplace Investing (PWI), you will work alongside a strong team of professionals to develop and implement strategies that have a direct impact on our valued customers and associates. Your leadership capabilities and strong track record of success with implementing and executing strategic initiatives will be instrumental in coordinating efforts and driving results within the Wealth Management Office channel.

The Expertise We're Looking For

·         Proven execution capabilities ·         Proficient in strategic planning  ·         Program management experience; Agile/SCRUM experience preferred ·         Innovation skills preferred (design thinking, jump start techniques, 6 sigma, etc) ·         Embrace digitization ·         Start-up experience a plus ·         MBA or equivalent professional experience The Purpose of Your Role

As a forward-thinking leader with the ability to inspire a culture of innovation, you will work as a Director supporting Practice Management, Branch Infrastructure & Planning, or Stock Plan Services.

 

The Skills You Bring

·         You recognize the things that matter and are able to prioritize efforts to make the biggest impact on the business ·         Impressive time-management skills and ability to execute on multiple priorities ·         You have a natural ability to influence and motivate others ·         Your ability to adapt and overcome allows you to excel in this fast changing and ever evolving industry ·         Professional demeanor and excellent communication skills The Value You Deliver

·         Develop & deploy Practice Management activities in Personal Investing that support our delivery of holistic advice and full financial planning

·         Partner with Stock Plan Services to understand the current participant experience and create programs within Personal Investing that will help these participants to achieve their financial goals

·         Lead & coordinate Branch Infrastructure & Planning efforts to oversee the Wealth Management Office channel's production capacity for the purpose of maximizing opportunities How Your Work Impacts the Organization

Fidelity Investments has over 180 Wealth Management Offices across the country and continues to open multiple new branches each year. Our WMOs offer a full range of investment products and services to individual mutual fund and brokerage customers - including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our Wealth Management Offices represent the face of Fidelity to our customers.


    Qualifications
    Wealth ManagementAdvertisement