VP, Workplace Planning & Advice - Denver, CO

Fidelity Investments - Denver, Colorado
1/12/2018 11:57:15 AM
Investment Management

Job Desription

Denver Central Leadership Team “CLT” is excited to be hiring a VP, WPA (Workplace Planning & Advice) position. In this role you will have overall responsibility for leading and developing the WPA function, driving a world class customer experience, strategic planning and employee engagement and development.

Primary Responsibilities:

· Contribute to the development, communication and execution of business goals.

· Communicate key concepts/areas (business results, operations, quality, and the customer experience) and how they affect the business in both the short and long-term.

· Drive complex and specialized projects involving multiple constraints where analysis of data requires a review of factors and the development of solutions.

· Create a culture where employees feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency.

· Develop in-depth knowledge of Fidelity and PWI products, service capabilities, and positioning in order to effectively guide daily operations.

· Drive accountability for results through policies/procedures, risk management, staffing, and other business processes and identify opportunities for business improvement.

· Prioritize staff workload and manage expenses, productivity, and quality.

· Maintain and execute a strategic view of the role WPA plays within PWI and with other business partners.

Education and Experience:

· Bachelor’s Degree or equivalent work-related experience

· 10+ years of management experience (Sales management experience preferred).

· FINRA Series 7, 9, 10 & 63 or 66 licenses highly preferred or ability to secure within 120 days

Skills and Knowledge:

· Exhibit effective strategic thinking, negotiation, and planning skills

· Possess a proven track record of success in associate development and business results

· Exceptional communication, interpersonal, and organizational skills

· Demonstrated leadership, relationship building and client management skills

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Job: Investment Management

Primary Location: US-CO-Denver

Schedule: Full-time

Job Level: Executive

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 25 % of the Time

Denver, Colorado
Denver, CO