Adoption Lead driving enterprise use of Microsoft 365 Copilot and Power Platform at a leading financial institution. Focused on user training, community building, and maximizing productivity tool ROI.
SF
Hybrid VP, Advanced Planning
Posted 3 months ago
About the role
- Vice President, Advanced Planning providing financial and estate planning authority for Fidelity’s high net worth clients. Collaborating with a team to support client engagements both virtually and in-person.
Responsibilities
- serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
- deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement
- supported by a Director, Advance Planning and an Advanced Planning Analyst, supporting advanced planning client engagements
- primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region
- collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve
- Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers
Requirements
- Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®
- 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
- FINRA Series 7 and 66 obtained within 90-days of employment
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
- Retirement, financial, investment, and insurance planning preferred
- Experienced in working with business owners, start-ups/Pre IPO companies a plus
- Works independently and able to lead an assigned territory to drive High Net Worth client engagements
- Effectively coaches, develops, and applies junior team members
- Thrives in a team environment to provide an exceptional client planning experience
- Communicates complex subjects clearly and effectively
- Emotional intelligence to successfully bond with and communicate with clients and their advisors
- Possesses a solution-oriented, client-first work ethic
- Works independently, balances tasks, and prioritizes work to maintain efficiency
- Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes
Benefits
- 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
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