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**Engagement Lead:** Lead critical strategy projects at Fidelity, driving business-critical thinking and project management. Guide teams of 3-6 associates over 4-6 months. Requires MBA, 7-10 years experience (preferably in consulting or financial services), and strong analytical, communication, and project management skills. Gain diverse exposure to strategic challenges, growing as a Fidelity leader. Flexible, risk-assessment, and decision-driven skills essential. Base salary $110,000-$222,000 plus benefits.
- Compensation
- $110,000 – $222,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
Engagement Lead, Fidelity Consulting
Note: Fidelity is not providing immigration sponsorship for this position
The Role
As Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelitys most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelitys businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.
The Expertise & Skills you bring
You hold an MBA.
The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.
You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.
Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.
You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
You have both the flexibility and the skill to lead and contribute to teams.
Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation
Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape
Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.
Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research
Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations
Ability to assess risk and operationalize findings - turning research into actions
Proficient in quantifying challenges and requirements related to execution
Driver of decisions in complex environments with multiple partners
Skilled in building relationships with peers and executives in a variety of capacities
A desire to work with people development and mentoring
The Team
Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelitys future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelitys future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges preparing you for increasing leadership roles and advancing your career.
Fidelitys 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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