Vice President, Planning & Engagement
Fidelity(2 months ago)
About this role
The Vice President, Planning & Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement participant engagement and advice programs across the Workplace and Personal Investing businesses. The role supports Personalized Planning & Advice and aims to improve participants’ financial wellness while strengthening Fidelity’s strategic relationships with plan sponsors.
Required Skills
- Relationship Building
- Networking
- Client Management
- Project Management
- Data Analysis
- Presentation
- Strategic Planning
- Problem Solving
- Financial Planning
Qualifications
- Bachelor's Degree
- MBA Preferred
- Series 07 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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