Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.
The Role

We are seeking a commercially minded Tax Solutions Lead to build and own this new product area from the ground up!

The Tax Solutions Lead will lead a team that takes a data-driven approach in developing the strategy, defining the roadmap, building the overall end-to-end client experience, and defining/tracking critical metrics. Understanding the competitive, regulatory, and market environment for tax solutions is crucial.

The ideal candidate will be able to operate with a high degree of autonomy while effectively partnering with and collaborating across the business, including with:

• Offering Leads to understand and incorporate the voice of the customer
• Planning and Advice to ensure our tools and systems allow for accurate methodology and scale.
• L&D to ensure skill building and advisor capabilities.
• LRC to ensure we appropriately manage the risk of the business.
• Distribution to coordinate a team of client-facing specialists.
• Finance to establish appropriate pricing models.

The Tax Solutions Lead will work with Delivery teams to implement a platform for Advisors to both easily refer clients to third-party CPA firms while also monitoring where clients are in the process with their chosen CPA partner.

Building a cohort of CPA referral partners and maintaining the ongoing relationship management of referral partners will be integral to the successful execution of the role.
The Expertise and Skills You Bring

• Bachelor's or equivalent with 15 + years of professional experience or Master's with 13 + years experience.
• Background in tax preferred and CPA is plus
• 10 + s years of wealth planning experience in the financial services industry.
• 5+ years in a people leadership capacity.
• 2 + years business development experience helpful
• Comfortable with ambiguity, building structure, and planning for something that's brand new.
• Ability to think analytically and strategically and relay complex situations clearly and effectively.
• Strong written, verbal, and interpersonal communication skills.
• Ability to work independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency.
• Strong collaboration skills, and ability to function as a great teammate, managing business partners across Wealth and cross-functionally.
• Experience presenting to and managing relationships with senior leaders.
• Strong ability to recognize risk across processes and identify downstream implications of change.
• Exceptional work ethic, integrity, team spirit and judgment.

The Team

The Advanced Wealth Solutions team helps to solve complex topics across live and digital channels to help Fidelity Wealth, Brokerage and Workplace customers achieve their financial goals. The team partners across the organization to define and implement advanced planning methodologies and approaches designed to optimize U/HNW customer's financial success by driving adoption of expert solutions to increase client NPS, tenure, G2/G3 participation, and overall share of wallet (increase asset flows and product solutions implemented). The team handles thought leadership in advanced financial, tax, trust and estate planning disciplines. and personal trust solutions.

Fidelity Wealth's Customer Insights and Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $130,000-$264,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Category:

Product Management