Fidelity Bank · 17 hours ago
Vice President, Wealth Strategy & Planning
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
$130K/yr - $264K/yr
10+ years expFidelity Bank is a leading financial services company that serves millions of individual investors. The Vice President of Wealth Strategy and Planning will play a key role in providing competitive insights and strategic direction for Fidelity’s Wealth business, while managing research projects and aligning competitive strategies across the organization.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Aggregating competitive insights from Fidelity Wealth and Fidelity Brokerage to provide unified Retail competitive intelligence
Leading efforts to understand what Fidelity Wealth’s competitors are doing and enable the organization to be more competitive
Alignment and coordination of competitive research across all Wealth L2 orgs
Give competitive presentations to senior executives as needed
Manage competitive research request projects
Publication of competitive research reports weekly and annually to leadership across Fidelity
Competitive research website management
Acting as the competitive subject matter expert on key strategic projects across Fidelity Wealth
Compiling customer research and insights from across Wealth to inform strategic gaps and opportunities
Developing and tracking Wealth market share metrics
Contribute to Strategy formation and execution in partnership with leaders across Wealth
Qualification
Required
Bachelor's degree or 10+ years of equivalent experience
Strong executive presence and successful partnership with leaders across the organization
Ability to influence senior executives through fact-based decision support
Consistent record as effective program manager innovator and change agent
Able to set strategic direction and operationalize tactical solutions
Strong analytical skills and strong presentation skills
Curiosity along with the ability to bring new insights and thinking to the business
Financial Services experience and/or knowledge
Ability to work in a dynamic and ambiguous environment
BA/BS required
Preferred
Shown experience in one or more of the following preferred: customer or competitor research, management consulting, strategy, product development
MBA or equivalent Master's degree preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase