Boston Jobs’ Post

#hiring Director, Brokerage Strategy, Boston, United States, fulltime #opentowork #jobs #jobseekers #careers #Bostonjobs #Massachusettsjobs #SalesMarketing Apply: https://lnkd.in/gkJDGQ9n Job Description:The Role The Director, Strategy reports to the VP, Brokerage Strategy and leads efforts in support of development and ongoing management of a coordinated growth strategy for Fidelity Brokerage as well as projects passionate about the business s strategic priorities. This role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance as well as leaders across business units.The Value You DeliverLead or supply to project work to developed integrated growth strategy for Fidelity Brokerage across businesses and respective products, offerings, and initiatives.Identify and size strategies and greenfield opportunities to meet growth goals; gathering collaborators within brokerage and across business units to develop hypotheses. Lead collaborative efforts to define and translate strategy into executionBring outside-in thought leadership to advise strategy; with clear articulation of our positioning v. competitors and Fidelity s relative areas of strength and opportunity. Inform new growth and commercialization options as well as potential challenges within driven and consumer trends and overall market contextDefine customer and business goals and metrics aligned with strategy, partnering with finance on scorecard and KPIs. Assess impacts of strategies, products, and initiatives to acquisition and deepening of brokerage customer relationships and business resultsSupport development of a broader multi-year plan, partnering with finance, to bring priorities together, demonstrating how sum of parts will achieve our goalsDevelop and maintain foundational customer factbase, in partnership with Analytics, to inform strategy. Partner with Brokerage Product Strategy team to continue to elevate segment strategy to get results and strengthen articulation of strategyAuthor compelling materials to effectively explain our strategy and present persuasively to drive the business to actionSupport broader planning and business management responsibilities of the Strategy and Planning team during critical times, as neededThe Expertise and Skills You Have5-8+ years of management consulting or corporate strategy experienceMBA degree or equivalent preferred

And just like that…. We are already almost three quarter into the year of 2024! Started a early Monday breakfast with a client, taking stock of the market and life in an Asset Manager as Head of Sales for the last 8 months. We both agreed it has been a laborious and yet exciting year, with the hiring market appearing to be busy, yet slow at the same time (there ARE hiring, although interviews are just not at the pace candidates hope it would be!) As we look into the rest of the year, here are some of the hot spots in Asset Management hiring regionally which we think will carry into 2025: - Sales & Distribution : primarily good intermediary sales at the VP to Director levels who can make an impact are well sought after. Institutional sales are often talked about too, although we find demand for such roles more spotty. Those with strong family office connections will also continue to be in demand as many managers seek to expand distribution channels. - Marketing : Quest for strong markerters who can partner the Sales, think and execute strategically at the local level -more than just order takers- will continue to thrive. It’s a trend that has been on going for the last 18 months. - Alternative Investment Professionals : PE, Private Credit, Infrastructure have been huge areas of growth, manifesting itself in roles such as CPM, Deal Execution headcounts from 5-10 years of experience being most sought after. Are you in any of the above areas? We like to hear from you to talk about the market! #recruitingwithrachel #lifeofarecruiter #assetmanagement #coffeewithrachel

We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

 We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

 We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

 We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com

We are hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners & if you are in UHNW client retail wealth & are unhappy with current firm, the support and or compensation or don't want to go back to the office lets have a confidential chat. VOTE WITH YOUR FEET! We broker books and move teams and individuals we get top $$ for your book. Or if your current firm is going through a merger or acquisition and culture/management is changing and you are not happy. Many North American clients in most major cities ( Independents ,Global Banks Regionals and Boutiques we match the AUM & team with the right opportunities usually 2 or 3 choices contact me if you would like to learn more, support staff provided by clients brett.evans@capital-markets-advisors.com #hybrid #remote #contactme opportunities. #wealthmanagement #investmentadvisors #investmentmanagement #management #share #hiring #markets #opportunities #career #retail #culture #like brett.evans@capital-markets-advisors.com