Engagement Lead

About the role

You lead the day-to-day management of strategy projects critical to Fidelity Businesses. These projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward.

Responsibilities

• Lead and manage workstreams
• Develop your team
• Partner with senior Fidelity business leaders to drive successful outcomes

Requirements

• Hold an MBA
• 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
• 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

Qualifications

• Outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities
• Flexibility and ability 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
• Ability to influence middle to senior management through both personal interactions as well as the creation and delivery of presentations
• Able to assess risk and operationalize findings - turning research into actions
• 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