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Fidelity Bank · 1 day ago

Engagement Lead

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $222K/yr

7+ years exp

Fidelity Bank is seeking an Engagement Lead for their Fidelity Consulting team, responsible for managing strategy projects that address critical business issues. This role involves leading project management efforts, developing team members, and collaborating with senior business leaders to achieve successful outcomes.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Lead the day-to-day management of strategy projects critical to Fidelity Businesses

Help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes

Qualification

Management consulting experienceFinancial services knowledgeProject managementAnalytical skillsConceptual thinkingCommunication skillsProblem-solving capabilitiesTeam managementRelationship buildingMentoring

Required

You hold an MBA

The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group

You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus

Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space

You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities

You have both the flexibility and the skill to lead and contribute to teams

Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation

Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape

Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies

Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research

Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations

Ability to assess risk and operationalize findings - turning research into actions

Proficient in quantifying challenges and requirements related to execution

Driver of decisions in complex environments with multiple partners

Skilled in building relationships with peers and executives in a variety of capacities

A desire to work with people development and mentoring