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Fidelity Consulting Jobs (NOW HIRING)

Engagement Lead, Fidelity Consulting Note: Fidelity is not providing immigration sponsorship for this position The Role As Engagement Lead, you lead the day-to-day management of strategy projects ...

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How much do fidelity consulting jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for fidelity consulting in the United States is $64.53, according to ZipRecruiter salary data. Most workers in this role earn between $56.25 and $76.68 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Fidelity Consultant, and why are they important?

To thrive as a Fidelity Consultant, you need a deep understanding of financial markets, investment strategies, and client portfolio management, typically supported by a finance degree and relevant certifications like the Series 7 or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is often expected. Excellent interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly are crucial soft skills in this role. These skills ensure consultants can build trust, deliver tailored financial solutions, and help clients achieve their investment goals.

What is Fidelity Consulting?

Fidelity Consulting is a division within Fidelity Investments that provides strategic advisory services to clients, including businesses and organizations. The team helps clients solve complex business challenges, optimize operations, and implement technology solutions to drive growth and efficiency. Their consultants leverage industry expertise and data-driven insights to deliver tailored recommendations in areas such as financial planning, risk management, and digital transformation. Fidelity Consulting aims to empower clients to make informed decisions and achieve their long-term goals.

What is the difference between Fidelity Consulting vs Financial Advisor?

AspectFidelity ConsultingFinancial Advisor
CredentialsTypically requires certifications like CFP, CFA, or Series 7Often holds CFP, CFA, or similar licenses
Work EnvironmentConsults with clients, develops financial strategies, often within consulting firms or financial institutionsProvides personalized financial planning and investment advice, usually in banks or independent practices
Employer & IndustryFinancial services firms, consulting firms, or banksBanks, independent firms, or insurance companies
Search & Comparison IntentPeople comparing consulting roles in finance with advisory rolesIndividuals seeking financial planning or investment advice careers

Fidelity Consulting and Financial Advisor roles share similar credentials and work environments but differ in focus. Fidelity Consulting emphasizes strategic financial consulting within firms, while Financial Advisors focus on personalized client advice. Both roles require relevant certifications and operate within the financial services industry.

What types of projects do consultants typically work on at Fidelity Consulting, and how does this impact their professional development?

At Fidelity Consulting, consultants are often involved in projects that span strategic planning, process improvement, digital transformation, and operational efficiency within the financial services sector. This variety exposes consultants to multiple business units and challenges, fostering a broad skill set and deep industry knowledge. Working closely with cross-functional teams, consultants gain valuable experience in stakeholder management, analytical problem-solving, and client communication. The dynamic project environment supports rapid professional growth and provides clear pathways for advancement within the organization.
More about Fidelity Consulting jobs
What cities are hiring for Fidelity Consulting jobs? Cities with the most Fidelity Consulting job openings:
What states have the most Fidelity Consulting jobs? States with the most job openings for Fidelity Consulting jobs include:
Infographic showing various Fidelity Consulting job openings in the United States as of July 2026, with employment types broken down into 66% Full Time, 17% Part Time, and 17% Contract. Highlights an 100% In-person job distribution, with an average salary of $134,230 per year, or $64.5 per hour.
Engagement Lead

$110K - $222K/yr

Full-time

Medical, Retirement, PTO

Re-posted 27 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services


Job description

Job Description:Engagement Lead, Fidelity Consulting

Note: Fidelity is not providing immigration sponsorship for this position

The Role

As Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity's most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity's businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.
The Expertise & Skills you bring

  • You hold an MBA.

  • The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.

  • You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.

  • Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.

  • You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.

  • You have both the flexibility and the skill to lead and contribute to teams.

  • Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation

  • Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape

  • Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.

  • Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research

  • Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations

  • Ability to assess risk and operationalize findings - turning research into actions

  • Proficient in quantifying challenges and requirements related to execution

  • Driver of decisions in complex environments with multiple partners

  • Skilled in building relationships with peers and executives in a variety of capacities

  • A desire to work with people development and mentoring

The Team

Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity's future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity's future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges - preparing you for increasing leadership roles and advancing your career.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $110,000-$222,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:Category:Consulting

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