Vice President, Lifetime Engagement

Fidelity Investments   •  

Smithfield, RI

Industry: Accounting, Finance & Insurance


8 - 10 years

Posted 61 days ago

This job is no longer available.

This individual has overall responsibility for the Plan Sponsor Services Team within Personal Investing’s Lifetime Engagement Tribe while supporting Tribe-wide performance analytics and the evolution of Tribe strategy. Additionally, this individual will have management responsibility for the Lifetime Engagement Fast-Start Program initiatives.

This highly visible role has a direct impact on the Tribe’s overall success and is critical to the achievement of its key business objectives. While Boston is our preferredlocation, for the right candidate we would consider locating the role in one of our other Fidelity sites (Smithfield, RI, Merrimack, NH, Covington, KY, Westlake, TX, Durham, NC The Team

The Lifetime Engagement Tribe is focused on expanding the support Fidelity provides to workplace participants through the effective presentation and adoption of Fidelity’s full suite of offerings. Within Lifetime Engagement the Plan Sponsor Services Team leads the efforts to assist participants and plan sponsors with planning and decision support during workplace events -including programs that drive participant engagement during critical transition periods, and facilitates thousands of participant educational workshops each year for our workplace clients. The Expertise You Have

  • BS/BA required, MBApreferred
  • 10 years defined contribution experience; 5 years leading teams
  • Fidelity Personal Investing and Workplace Investing experiencepreferred
  • FINRASeries 7 & 24 licenses will be required

The Skills You Bring

  • You have senior-level experience leading, motivating, coaching, and developing people and teams
  • You have demonstrated a working knowledge of the Personal & Workplace Investing businesses
  • You possess strong business and technical acumen and a deep strategic mindset
  • You have proven analytical skills and experience making decisions based on hard and soft data
  • You have a strong commitment to Fidelity’s agile/digital working style through strong collaboration and breaking down of silos

The Value You Deliver

  • Leading and supporting team members in understating, pursuing and achieving key business objectives within an agile working environment
  • Developing the skill sets of team members while proactively supporting and encouraging career advancement and mobility
  • Evolving and refining the strategic direction of the Lifetime Engagement Tribe
  • Coordinating and synthesizing the disparate efforts of the 9 Lifetime Engagement Squads to assess, report and refine the Tribe’s performance and direction
  • Drive effective execution of strategic Fast Start initiatives to streamline the PWI Customer Experience