Job Description:

The Role

As the Head of Technology Consulting, you will lead four high‑performing teams spanning platform demonstrations, fintech ecosystem consulting, custom integration solution design, and technology program management. You’ll set vision, elevate execution, and ensure Fidelity’s technology capabilities drive measurable value for prospects and clients.

Key Responsibilities:

Client & Prospect Engagement

• Engage with firms to uncover needs, challenges, and opportunities, shaping strategies that deepen relationships and accelerate growth.

• Partner across segments, product, marketing, events and thought leadership to activate initiatives that drive adoption, engagement, and acquisition.

• Build strong, trust‑based client relationships by identifying needs and delivering tailored Fidelity technology solutions.

• Represent Fidelity at client and industry events, sharing platform vision through one‑on‑one engagements and thought‑leadership presentations.

Platform Strategy & Development

• Inform the strategic platform roadmap through insights into client needs, competitive activity, and emerging industry trends.

Communication Strategy

• Partner with Sales and Client leadership to shape and execute communication, education, and adoption strategies for key technology solutions.

• Collaborate with marketing to develop messaging that drives revenue, accelerates adoption, and elevates Fidelity’s technology narrative.

Expertise & Skills You Bring

• Proven leadership experience, ideally managing leaders of diverse technical and client-facing teams.

• Strong partnership with Product & Technology, influencing roadmaps and elevating platform strategy.

• Track record supporting enterprise‑level sales and revenue opportunities, showcasing Fidelity’s industry-leading technology and integration capabilities.

• Deep Fin Tech and wealth management knowledge, with insight into industry trends, competitive dynamics, and the future of digital advice.

• Exceptional client discovery skills, enabling accurate assessment of firm needs and co‑creating technology solutions that maximize value for both clients and Fidelity.

• Wealth management and financial services expertise; experience in Fin Tech or digital advice preferred.

• Outstanding relationship builder, establishing trust with internal partners, prospects, and clients across all levels.

• Inspirational people leader and mentor, developing talent, instilling confidence, and driving high performance.

• Compelling communicator, able to quickly synthesize complexity and deliver clear, persuasive content and presentations.

• Highly collaborative and adaptable, thriving in a fast‑paced environment and managing multiple priorities with consistency and focus.

• BA/BS or equivalent experience; Series 7 ,63, 24 required (within 90 days).

• Significant travel required, approximately 70%

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

The Team

Fidelity Institutional provides a comprehensive clearing and custody platform, technology solutions and integrations, brokerage, investment and reporting services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families.

Fidelity Institutional’s goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people, and transformative technology. Fidelity Institutional has $2.1 trillion in AUA and services about 3,850 clients and more than 6 million accounts.

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.

Please be advised that Fidelity’s 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Product Management