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Director, PW Advice Engagement

Fidelity

Fidelity

This job is no longer accepting applications

See open jobs at Fidelity.See open jobs similar to "Director, PW Advice Engagement" Mass Fintech Hub.
Boston, MA, USA
Posted on Jun 6, 2025

Job Description:

The Role

The Director, PW Advice Engagement plays a critical role in helping to develop and manage our overall engagement approach for PW Advice, a top 25 enterprise priority to extend our participant & sponsor offering for planning and discretionary management across workplace and retail assets. Reporting to the VP, Wealth Solutions PW Advice Engagement, this role will work in close partnership across the enterprise, especially with partners in Workplace as well as within Wealth and Distribution / Investor Services. The successful Director will possess a one Fidelity customer attitude, a collaborative approach, and an open and innovative mentality to work through complex scenarios! This role is ideal for someone with a customer-centric business and program management background, with experience across both workplace and our retail businesses.As a member of Fidelity’s Wealth Solutions PW Advice team, you will be tasked to build / lead / manage work in the following areas:

  • Value Proposition Development: Use strong story-telling skills to marry insights, customer needs, and financial modeling to build the outline of the value story of the new B2B2C offering for sponsors / clients and participant / customers. Collaboration is key for this individual to work closely with workplace and retail product teams, marketing organizations, relationship management groups to build the sales and engagement materials for our plan sponsor clients (B2B) as well as the plan participants / retail prospects (B2B2C)
  • Integrated Customer Experience – Service Model: Partner closely with the distribution teams, workplace teams, and other matrixed team members to build out the new service model to support this offering, leading with the plan for the MVP pilot and then new evolving into the full workplace – retail offering.
  • Program Management: Implement program management activities for the sponsor and participant value story materials as well as the service model design. Establish milestones, highlight risks/dependencies, coordinate with key team members, manage progression, communicate progress/status, establishing and leading program governance and organizational communication to pilot and full roll-out.

The Expertise and Skills You Bring

  • 10+ years of proven experience in financial services, with focus in go-to market strategy, consulting and/or program management
  • You are a proactive self-starter who thrives on tackling critical initiatives and consistently achieving business results.
  • You have experience in environments where speed, adaptability, and innovation are critical to success.
    • Ability to lead cross-functional discussions and influence without authority.
    • Experience and proficiency in cross enterprise collaboration in an agile, client centric, fast paced environment. Comfortable navigating ambiguity and shifting priorities.
    • Proven experience in driving strategy and implementation for large and complex, cross company initiatives.
  • You thrive in a collaborative environment and can communicate effectively with both technical and non-technical teams.
    • Able to document and distill information, develop solutions and draft scenarios, informing requirements, the business case, roadmap and implementation plan. Expertise in leveraging data to inform project management, ongoing discussion to decision and to drive business KPIs.
    • Skilled at storytelling. Able to take in nuanced information and distill it down into a clear, simple story for executive presentations
    • Strong executive presentation and persuasion skills to achieve consensus with multiple audiences, often managing materials and point of view for the executive / C-suite.
  • Understanding of Fidelity’s retail wealth advice offerings, sales / service models, and experience in the workplace preferred. Able to navigate the organization and build strong working relationships with key partners across Wealth, Workplace, Asset Management, Finance, CKSI and Legal.

Note: Fidelity will not provide sponsorship for this role.

About Fidelity’s Wealth Solutions Domain

We develop solutions that empower millions of Americans to enhance their financial portfolios, invest towards their goals, and feel secure during challenging times.

The Team

The Wealth Solutions Strategy and Planning team is at the center of the Wealth Solutions Domain. The role will partner across the Wealth business, Workplace, Finance, CKSI, Distribution, Legal, Risk and Compliance. In partnership with the two VPs leading this initiative within the Wealth Solutions business, this role will focus on the commercial work underway to develop an integrated cross-over solution (workplace + retail) to drive One Fidelity value in our participant & sponsor planning and discretionary offering.

Certifications:

Category:

Business Analysis

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

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.

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.

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.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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