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VP, Women Talk Money Community Spokesperson

Boston, MA

Job Description

Job Description:

The Role

As the VP, Women Talk Money (WTM)spokesperson, you will represent our WTM efforts with Workplace clients through our Women Talk Money@Work program, as well as with customers and prospects through our Women Talk Money community events.

You will be a subject matter expert on the needs of women and report to the Head of Lifetime Engagement Product Area. In this role, you will connect expertise and networks to advance awareness and engagement among women, collaborating closely with Workplace Relationship Management, Customer Inclusion and Global Diversity & Inclusion teams. For all aspects of media relations and external social media, the position will collaborate with Fidelity's Women Talk Money commercialization team to execute initiatives/campaigns ensuring alignment and consistency with Fidelity's broader women's agenda.

The Value You Deliver

  • Be the voice of marquee women community events for our customers and Fidelity's women community

  • Leverage your experience to partner and to influence key stakeholders to advance the Women's Community and improve outcomes with our customers

  • Be the voice of thought leadership from your experiences with unique needs of women and input into Fidelity's women's efforts; share relevant insights, knowledge

  • Proactively partner with the LTE Product Area/Women Talk Money commercialization team to understand the requirements of clients and other partners

  • Partner with leaders to help remove impediments to deliver value

The Expertise You Have

  • Bachelor's Degree required

  • Depth of knowledge of the WI client environment; experience working across with Wealth (retail business) is a plus

  • Experience and ability to provide thought leadership help to the evolving the women's landscape

  • Experience leading influencing teams multiple BU's

  • Have proven success in innovating and execution of financial wellness for woman.

The Skills You Bring

  • * Excellent communication skills, with the ability to structure and deliver presentations clearly, crisply, and compellingly. Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management

  • Executive presence, command attention, encourage confidence, and guide strategic discussions with senior-level management

  • Experience influencing the development of women's business solutions and offerings aligned to support the company's strategic direction

  • Strong interpersonal and relationship building skills that enable you to engage cross-functionally

  • A proven track record of inspiring others to deliver results and impact

  • Utilize data to make decisions about your approach, both in day-to-day leadership and strategic tradeoff analyses

  • Passion to do new things and think creatively about solving customer problems.

The Team


The Lifetime Engagement Team drives customer centricity across Workplace, Wealth and Brokerage to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity. Our product area initiatives include driving education and engagement among WI participants to drive crossover conversion, and building, optimizing and enhancing our live channel associate tools and customer-facing experiences to support distribution options for WI participants.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

PDN-9e18d27b-0fb3-4590-99e7-18b9d66db5be

Job Description:

The Role

As the VP, Women Talk Money (WTM)spokesperson, you will represent our WTM efforts with Workplace clients through our Women Talk Money@Work program, as well as with customers and prospects through our Women Talk Money community events.

You will be a subject matter expert on the needs of women and report to the Head of Lifetime Engagement Product Area. In this role, you will connect expertise and networks to advance awareness and engagement among women, collaborating closely with Workplace Relationship Management, Customer Inclusion and Global Diversity & Inclusion teams. For all aspects of media relations and external social media, the position will collaborate with Fidelity's Women Talk Money commercialization team to execute initiatives/campaigns ensuring alignment and consistency with Fidelity's broader women's agenda.

The Value You Deliver

  • Be the voice of marquee women community events for our customers and Fidelity's women community

  • Leverage your experience to partner and to influence key stakeholders to advance the Women's Community and improve outcomes with our customers

  • Be the voice of thought leadership from your experiences with unique needs of women and input into Fidelity's women's efforts; share relevant insights, knowledge

  • Proactively partner with the LTE Product Area/Women Talk Money commercialization team to understand the requirements of clients and other partners

  • Partner with leaders to help remove impediments to deliver value

The Expertise You Have

  • Bachelor's Degree required

  • Depth of knowledge of the WI client environment; experience working across with Wealth (retail business) is a plus

  • Experience and ability to provide thought leadership help to the evolving the women's landscape

  • Experience leading influencing teams multiple BU's

  • Have proven success in innovating and execution of financial wellness for woman.

The Skills You Bring

  • * Excellent communication skills, with the ability to structure and deliver presentations clearly, crisply, and compellingly. Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management

  • Executive presence, command attention, encourage confidence, and guide strategic discussions with senior-level management

  • Experience influencing the development of women's business solutions and offerings aligned to support the company's strategic direction

  • Strong interpersonal and relationship building skills that enable you to engage cross-functionally

  • A proven track record of inspiring others to deliver results and impact

  • Utilize data to make decisions about your approach, both in day-to-day leadership and strategic tradeoff analyses

  • Passion to do new things and think creatively about solving customer problems.

The Team


The Lifetime Engagement Team drives customer centricity across Workplace, Wealth and Brokerage to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity. Our product area initiatives include driving education and engagement among WI participants to drive crossover conversion, and building, optimizing and enhancing our live channel associate tools and customer-facing experiences to support distribution options for WI participants.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

PDN-9e18d27b-0fb3-4590-99e7-18b9d66db5be

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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VP, Women Talk Money Community Spokesperson
Fidelity Investments
Boston, MA
Jan 31, 2025
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