VP, IPO Consultant - Stock Plan Services
Fidelity(1 month ago)
About this role
The Vice President, IPO Consultant within Stock Plan Services (SPS) leads Fidelity’s IPO readiness offering, advising late-stage private companies preparing to go public. The role combines deep equity compensation and IPO advisory expertise with transition service model design to shape strategy and coordinate cross-functional Fidelity support. This senior-facing position represents Fidelity to boards and C-suite stakeholders and elevates the firm’s market presence through thought leadership.
Required Skills
- Equity Compensation
- IPO Advisory
- Plan Design
- Insider Trading
- Participant Communications
- De-SPAC
- Direct Listing
- HubSpot
- Salesforce
- PitchBook
+6 more
Qualifications
- Bachelor's Degree
- Series 7 - FINRA
- Series 63 - FINRA
- CEP (Preferred)
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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