Fidelity Consulting is a little more curious. More creative. Always iterating, imagining, and thinking bigger. It’s this approach that has shaped a collaborative team that thrives on delivering lasting impact for our business partners and our company. Our emphasis on flexibility and diversity—in both our thinking and work environment—creates an entrepreneurial atmosphere that inspires innovative solutions and far-reaching outcomes.
Our mission is to inspire, identify, and define new paths for Fidelity’s future by addressing strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view. Most of our work falls under three categories:
We proactively advise and challenge leadership priorities and thinking
We help generate and enable new growth initiatives, product designs, and ideas
We lead organization change efforts, workforce analysis, and technology efforts
We accomplish our mission using a highly flexible model and refreshingly nimble approach to solve business challenges that help our business partners’ customers live better lives. We are:
As part of an initiative to make Direct Indexing (DI) more accessible to all, our team supported development of Fidelity’s innovative suite of DI offerings, FidFolios. From ideation and research to product design and go-to-market strategy, the team was able to see it through from start to finish.
Head of Consulting and Strategic Insights
SVP, Consulting Practice Lead
Head of Consulting, Brokerage
Head of Consulting, Asset Management
Head of Planning and Operations
SVP, Consulting Practice Lead
Head of Consulting, FI / IWMS
SVP, Consulting Practice Lead
Head of Consulting, Wealth
