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Fidelity Investments

Management Consultant II

New York, NY

Job Description:

Position Description:

Conducts discreet analyses and research, and contributes to the breakdown and synthesis of problems. Conducts primary and secondary research and develops insights into conclusions. Contributes to independent or small group projects to develop innovative new insights for customers. Synthesizes, finds, and develops practical, impactful recommendations through research and analysis. Communicates with and influences leadership through relationship-builds and high-quality presentations.

Primary Responsibilities:

  • Develops creative approaches to problem solving.
  • Collaborates with different levels of management across functions to find opportunities for innovation and growth.
  • Develops and manages strategic partnerships.
  • Supports work across the various business units and cross initiatives.
  • Directs daily operations of departments, analyzing workflow, establishes priorities, develops standards, and setting deadlines.
  • Meets with department heads, managers, supervisors, vendors, and others, to solicit cooperation and resolve problems.
  • Reviews project plans to plan and coordinate project activity.
  • Prepares or reviews operational reports or project progress reports.
  • Drives the development and execution of strategic plans.
  • Ensures alignment with organizational goals and objectives.
  • Identifies areas for operational improvement in new business and implements adjustments as necessary.

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Education and Experience:

Master's degree (or foreign education equivalent) in Business Administration, Business Analytics, Management, Finance, or a closely related field and three (3) years of experience as a Management Consultant II (or closely related occupation) performing strategic planning, business development, program management, investor relations, and contract management using Microsoft Office Suite.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise ("DE") presenting strategic insights, recommendations, and progress updates to stakeholders and executive leadership; and collaborating closely with cross-functional teams (legal, finance, accounting, marketing) to ensure alignment between business development efforts, product offerings, and overall company goals using PowerPoint, Excel, and Word.
  • DE managing international expansion opportunities and optimizing operational processes - hiring, training, and managing a cross-functional team of international personnel to execute projects for new business accounts and implement strategic growth initiatives; conducting competitive benchmarking to develop pricing strategies; and managing a pipeline of business opportunities, tracking progress, and reporting on key metrics regularly, using Trello and Asana.
  • DE developing appropriate funding structures by conducting and synthesizing primary (expert interviews) and secondary research (industry reports/public press); and informing and influencing strategic business decisions by preparing investment materials - financial models, deal memos, and presentations - using Excel, PowerPoint, and Word.
  • DE identifying potential partners and evaluating potential M&A, investment, or joint venture opportunities using Excel and Word; collaborating with partners to develop joint value proposition and co-investment strategies.

Salary: $160,000.00 - $188,400.00 /year.

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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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, or by calling 800-835-5099, prompt 2, option 3.

Client-provided location(s): New York, NY, USA
Job ID: Fidelity-2092946
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.