Vice President, Advanced Planning & Tax Solutions

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $118k - $226k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.

📋 Description

• Define and execute Fidelity Wealth’s income and estate tax planning strategy • Develop scalable planning capabilities, strategic partnerships, advisor enablement, and client engagement models • Design and scale client engagement experiences, service models, and planning solutions • Partner with Wealth stakeholders to define the vision, strategy, and service model, including evaluating planning technology, third-party solutions, and referral partnerships • Provide consultation and thought leadership across Wealth client segments • Lead the evolution, innovation, and scaling of income and estate tax planning capabilities • Integrate the client experience across Advanced Planning specialists • Present progress, recommendations, and business impact to senior Wealth leadership • Develop and manage relationships with external tax, trust, estate, and accounting partners • Recruit, hire, lead, coach, and inspire Wealth Strategists and Tax Planning Specialists • Establish and oversee operating models, standards, supervision frameworks, and quality management processes • Serve as senior advisor on complex income and estate tax planning needs • Define and monitor business, client, advisor, and associate outcomes and metrics • Align senior leaders across Wealth, Planning, Product, Technology, Compliance, Legal, Asset Management, and Operations • Oversee and supervise delivery of non-discretionary financial planning advice and recommendations • Assess associate skills, place resources, make compensation decisions, and create development plans • Travel up to 40% of the time depending on proximity to regional sites and Investor Centers

🎯 Requirements

• 15+ years in public accounting/tax accounting, estate planning, and/or financial services industry dealing with High Net Worth and Ultra-High-Net-Worth clients • Proven ability to lead, influence, and develop high-performing, client-facing teams delivering income and estate tax solutions • Deep expertise in income and estate tax planning, including integration with investment, retirement, trust, and estate strategies • Demonstrated success designing, launching, and scaling client-facing planning capabilities, services, or specialized solutions within a complex financial services organization • Strong understanding of regulatory requirements, supervision, risk management, and governance frameworks applicable to financial planning and advisory services • Experience evaluating and implementing planning technologies, digital solutions, and AI-enabled capabilities • CPA required • At least one of the following required: JD, MST, LLM in taxation, or PFS designation with AICPA • FINRA Series 7, 66, 9, and 10 required • Compliance with applicable financial-services laws, regulations, and self-regulatory organization rules • Must satisfy any applicable restrictions related to criminal histories

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation, depending on position and eligibility