Fidelity Investments · 9 hours ago
Vice President, Wealth Strategy & Planning
Smithfield, RI
Full-time
Hybrid
Senior Level, Lead/Staff
$130K/yr - $264K/yr
10+ years expFidelity Investments is a leading financial services company, and they are seeking a Vice President of Wealth Strategy and Planning to play a central role in helping clients achieve their financial goals. This position involves aggregating competitive insights, leading competitive research efforts, and contributing to strategy formation across the Wealth business.
Asset ManagementFinanceFinancial ServicesRetirementWealth 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
customer or competitor research
management consulting
strategy
product development
MBA or equivalent Master's degree
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 Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-04
2026-02-03
2026-02-03
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