Vice President, Planning & Engagement
Job Description
Job Description:
Vice President, Planning & Engagement
The Role
The Vice President of Planning & Engagement partners with Fidelity's largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.
As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity's participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning & Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.
The VP of Planning & Engagement drives planning & advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.
The Expertise and Skills You Bring
Highly effective networker and relationship builder
Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions
Tenacious problem solver and strong project manager
Ability to analyze sophisticated data and present findings in a clear and compelling way
Bachelor's degree, MBA preferred
10+ years in Financial Services, with solid understanding of the retirement industry
Experience building productive client relationships in a client management or sales role
FINRA Series 7 & 63 required
The Team
The team is focused on developing a strong understanding of our clients' priorities regarding the planning needs of their participants. We bring to life how Fidelity's planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity's key solutions: Financial Wellness, Personalized Planning & Advice, Planning & Advice, Stock Plan Services, Executive Services and our Retail offering.
Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity's planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity's Financial Wellness and planning & advice offerings.
Success in the role is based on driving increased usage of Fidelity's Financial Wellness and planning & advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity's Managing Directors.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
Vice President, Planning & Engagement
The Role
The Vice President of Planning & Engagement partners with Fidelity's largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.
As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity's participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning & Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.
The VP of Planning & Engagement drives planning & advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.
The Expertise and Skills You Bring
Highly effective networker and relationship builder
Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions
Tenacious problem solver and strong project manager
Ability to analyze sophisticated data and present findings in a clear and compelling way
Bachelor's degree, MBA preferred
10+ years in Financial Services, with solid understanding of the retirement industry
Experience building productive client relationships in a client management or sales role
FINRA Series 7 & 63 required
The Team
The team is focused on developing a strong understanding of our clients' priorities regarding the planning needs of their participants. We bring to life how Fidelity's planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity's key solutions: Financial Wellness, Personalized Planning & Advice, Planning & Advice, Stock Plan Services, Executive Services and our Retail offering.
Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity's planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity's Financial Wellness and planning & advice offerings.
Success in the role is based on driving increased usage of Fidelity's Financial Wellness and planning & advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity's Managing Directors.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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