Set strategic “next generation” direction, initiatives, and KPI’s for overall platform for FundsNetwork organization to include product, technology, and data teams.
Responsible for managing 680 third-party Asset Management relationships and corresponding operational and strategic work streams.
Engage, influence, and negotiate with Fidelity operating committee, senior leaders across Fidelity channels, and with key asset management relationships.
Coordinate product, pricing, and contract acceptance processes.
Engage with functional partners including legal, marketing, and finance/billing.
The Skills You Bring
Strong business mentality – product vision & approach to solve business problems
Knowledge across the financial advisor market, capital markets, investments, financial planning, and defined contribution
Broad understanding of data and sales technologies and how they can be used to impact broader business strategies
Strong strategic and “big idea” creative problem solver with the ability to ensure flawless execution
Strong navigator and consummate teammate who finds common ground and can gain collaboration among management, colleagues and peers; can influence others without direct control
Ability to work in a complicated eco system and bring ideas and new thinking to the management team—views change opportunistically; energized and passionate—can persuasively sell ideas and concepts across an organization. Strong collaboration, partnership, influence, and interpersonal skills
The Value You Deliver
Execute Select program value proposition (strategic relationship model that drives $36M in incremental annual revenue) and new fund/fund family adds
Encouraging and mobilizing a diverse team of leaders, managers, and associates passionate about digital capabilities and practices, data driven decision making and client centered user experiences
Finding, growing and keeping incredible talent in a work experience that offers autonomy, proficiency, purpose and fun
Steering a team through change, respecting a successful past while moving into a new vision of success
Collaborating with leaders across functions to build consistent client and associate experiences
Defining business strategies and enabling them with digital capabilities
Being a presence in the communities we operate in
Agile practices, behaviors and approaches
Aligning on various business technologies and architectural items
Series 07 - FINRA
Series 24 - FINRA
About Fidelity Investments
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.