Consultant, Wealth Management Offerings

Job description

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role: The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery. Key responsibilities include: The Expertise and Skills You Bring - Support key components of the offering lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization - Develop differentiated wealth management offerings by deeply understanding client segments, behaviors, and unmet needs - Partner with analytics, research, and customer insights teams to ground decisions in data and real client behavior - Run pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions - Build clear, compelling product narratives and leadership‑ready materials that articulate vision, trade‑offs, and impact - Collaborate...