VP of TEM Participant Engagement Strategy

Job Description:

Please Note: We are unable to provide visa sponsorship for this role.

The Role

Fidelity Wealth's Tax-Exempt (TEM) Product Area is seeking an accomplished leader with a passion for engaging partners across Brokerage, Wealth, Fidelity Institutional, and Workplace Investing to enable customer experiences that drive lifetime engagement with Fidelity. As a leader engaged with multiple executives across various business units, you'll use your polished executive presence, passion for problem-solving, and persistent curiosity to forge partnerships, create and deliver on a strategic roadmap, and bring actionable value to the business. This position will report to the TEM Product Area Leader.

The Value You Deliver

As part of this leadership role, some key responsibilities will include:

• Working with the leadership team to establish business direction and develop strategies

• Develop and manage domain-wide mechanisms that build strategic alignment and multi year planning.

• Develop/manage forward-looking comprehensive plan - anticipate needs/priorities, seek/incorporate input from leaders, identify/resolve issues, manage interdependencies, maintain/prioritize backlog, provide transparency - and manage/supervise follow-up items from key executive meetings

• Design, coordinate and support executive management routines/meetings (quarterly planning, MYP planning, operating reviews, strategic alignment meetings, all associate meetings)

• Support the oversight and program management of ad hoc initiatives where necessary (e.g., investment portfolio management/transparency, cross-BU initiatives, executive scorecards/important metrics & KPIs)

• Continuously scan marketplace and competitive landscape to identify and launch the next generation of business initiatives to meet client needs.

• Lead select strategic initiatives as needed.

• Bachelor's degree required

• 12+ years of general management and strategy experience in financial services

• Demonstrated competencies to negotiate and influence at all levels within an organization

• Strong both written and verbal communications and ability to translate business context, challenges and strategy into executive level presentation

• Successful track record partnering across multiple business units to create alignment and drive execution prioritization

• Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo

• Strong interpersonal and organization skills including the ability to lead by influence and build relationships at all organization levels

• Skilled at working with executive leadership team with competing priorities and key dependencies.

• Strong executive presence, with significant executive briefing skills