Consultant, Wealth Management

skillventory - A Leading Talent Research Firm

Consultant supporting strategic shaping and execution of Wealth Management offerings at Fidelity. Collaborating with cross-functional partners to ensure client needs are met and offerings are optimized.

Posted 4/24/2026full-timeBoston • Kentucky, Massachusetts, New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesSeniorLead💰 $89,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact

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 cross‑functionally with technology, UX, product teams, service, operations, and distribution to bring offerings to life
Monitor and refine success metrics to inform ongoing investment and evolution

Requirements

What you’ll need

Bachelor’s degree
8+ years financial services experience in Product Management or Product Development, Offering or Solution Development, Wealth management strategy or platform design or Financial services consulting with strong product exposure
Demonstrated experience owning or shaping products/offers from concept through delivery
Strong ability to translate customer needs into actionable product or experience requirements
Comfort operating in ambiguous, evolving problem spaces with incomplete information
A strategic problem solver with prioritization skills
Effective verbal and written communication skills, with the ability to influence without authority
Proven track record in managing multiple initiatives simultaneously and work across matrixed organizations
FINRA Series 7 and 63 encouraged

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

product managementproduct developmentoffering developmentwealth management strategyplatform designfinancial services consultingdata analysishypothesis testingsuccess metrics monitoringcustomer insights

Soft Skills

strategic problem solvingprioritizationeffective communicationinfluencing without authoritycollaborationadaptabilitycross-functional teamworkclient understandingnarrative buildinginitiative management

Certifications

Bachelor's degreeFINRA Series 7FINRA Series 63