VP Chapter Leader

Job Description:

The Chapter Leader (CL) position within the Wealth Women s product team combines deep business and product strategy skills; knowledge of customers needs to develop financial products and experiences; and passion for mentoring and developing our associates. It reports to the Women s Product Area Leader.

The CL directly manages a team of Client Solution Consultants (CSC). These associates are focused on driving the work forward in partnership with other multi-functional teams members. The CL supports these team members with the growth and development of their knowledge area and on how to implement while ensuring alignment on the work they perform. The CL is a trusted business leader and consultant to the product area.

• Bachelor s degree required with 12 + y ears professional experience
• 7 + years Financial Services experience
• FINRA Series 7 and 24 licenses required ( or 9/10 in place of 24) upfront or within a period determined by the business
• Depth of knowledge: in financial products, digital marketing, account opening, communications and servicing, current and evolving consumer strategies, initiatives, and solutions to drive positive customer, and business outcomes.
• B2B2C partner & business model and women s segment experience preferred but not required
• Success in building relationships to:
  • Collaborate and break down silos between business units to share knowledge and expertise creating one team environment
  • Partner with product leaders in developing shared accountability for team members to add value in product development, experience and offering innovation and align with appropriate standards
• Minimum 5 years leading, developing and enabling teams, including but not limited to:
  • Train and develop programs as well as hands on support so that chapter members reach their highest potential and deliver business results
  • Partner with business leaders on capacity planning and resource optimization to support business products and initiatives
  • Collaborate with team/squad leaders to understand performance and capability development of chapter members
  • Participate and provide thought leadership in key business processes such as quarterly planning, retros and release planning

The Women Investor Product Area is a key part of the TEM & Lifetime Engagement Domain within the Wealth Organization. The domain is passionate about becoming our customers primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You ll work on creating great digital customer experiences and supporting front-line associates in how they interact with these experiences.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.