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Fidelity Bank · 3 months ago

VP Consulting, Workplace Investing

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$130K/yr - $264K/yr

5+ years exp

Fidelity Bank is seeking a Vice President for their Workplace Investing Consulting team. This role involves overseeing strategy consulting projects that address critical business issues within Fidelity's retirement and healthcare benefits sectors, requiring strong leadership and client relationship management skills.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Overseeing the delivery of strategy consulting projects on behalf of our Workplace Investing Business

Leading strategic projects critical to our WI business, typically staffed with three to six associates over a four-to-six-month timeframe

Helping scope the projects, lead and manage workstreams, and partner with Wealth business leaders to drive successful outcomes

Qualification

Financial services experienceConsulting experienceProject managementMBAEquivalentRetirement benefits knowledgeHealthcare benefits knowledgeAnalytical skillsCommunication skillsProblem-solving skillsTeam managementRelationship buildingMentoring

Required

Demonstrated interest or experience in the financial services industry, with the strong knowledge of the retirement and/or healthcare benefits industry, customers, and products and services

Have worked in one or more areas of the retirement or healthcare benefits industry with direct experience with customers, products, or services

The position requires significant consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top tier consulting firm

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 retirement or healthcare benefits products and services, and business transformation

In depth understanding of the retirement and healthcare benefits industry market dynamics, economic structures, competitor landscape, products and offerings and customer trends

Understanding of key retirement and healthcare benefits activities including but not limited to defined contribution, defined benefit, stock plan services, and health benefit administration

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 and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of researched based conclusions

Ability to bring ideas to increase collaboration between the WI organization and broader Fidelity

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

Adept at leading multiple projects/initiatives at once

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

A desire to work with people development and mentoring