Vice President, Advanced Planning & Tax Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Formulate and implement the income and estate tax planning strategy for Fidelity Wealth.

• Create scalable planning capabilities, strategic alliances, advisor support, and client engagement frameworks.

• Innovate and scale client engagement experiences, service models, and planning solutions.

• Collaborate with Wealth stakeholders to establish the vision, strategy, and service model, which includes assessing planning technology, third-party solutions, and referral partnerships.

• Offer consultation and thought leadership across various Wealth client segments.

• Spearhead the evolution, innovation, and expansion of income and estate tax planning capabilities.

• Integrate the client experience with Advanced Planning specialists.

• Report progress, recommendations, and business impact to senior Wealth leadership.

• Build and maintain relationships with external tax, trust, estate, and accounting partners.

• Recruit, hire, mentor, and motivate Wealth Strategists and Tax Planning Specialists.

• Establish and manage operating models, standards, supervision frameworks, and quality management processes.

• Act as a senior advisor on complex income and estate tax planning requirements.

• Define and track business, client, advisor, and associate outcomes and performance metrics.

• Align senior leaders across Wealth, Planning, Product, Technology, Compliance, Legal, Asset Management, and Operations.

• Oversee and supervise the provision of non-discretionary financial planning advice and recommendations.

• Evaluate associate competencies, allocate resources, make compensation decisions, and develop growth plans.

• Be prepared to travel up to 40% of the time based on proximity to regional sites and Investor Centers.

⛳️ Requirements

• Over 15 years of experience in public accounting/tax accounting, estate planning, and/or the financial services industry, particularly with High Net Worth and Ultra-High-Net-Worth clients.

• Proven ability to lead, influence, and cultivate high-performing teams that provide client-facing income and estate tax solutions.

• Extensive knowledge in income and estate tax planning, including its integration with investment, retirement, trust, and estate strategies.

• Demonstrated success in designing, launching, and scaling client-facing planning services or specialized solutions within a complex financial services environment.

• Strong grasp of regulatory requirements, supervision, risk management, and governance frameworks pertinent to financial planning and advisory services.

• Experience in evaluating and implementing planning technologies, digital solutions, and AI-enabled capabilities.

• CPA certification is required.

• At least one of the following credentials is required: JD, MST, LLM in taxation, or PFS designation with AICPA.

• FINRA Series 7, 66, 9, and 10 licenses are required.

• Must comply with relevant financial services laws, regulations, and self-regulatory organization rules.

• Must meet any applicable restrictions regarding criminal histories.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Retirement plan that leads the market.

• Generous paid time off policy.

• Parental leave benefits.

• Employee match program for charitable contributions.

• Educational assistance including student loan repayment options.

• Tuition reimbursement opportunities.

• Access to learning resources to enhance your career.

• Bonus or other variable compensation based on position and eligibility.