Majed Daher, CFP
Majed Daher is vice president and head of technology consulting at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Daher is responsible for helping wealth management firms design and implement digitally empowered strategies to achieve their growth, client service, and productivity goals. With 23 years in financial services, his expertise in WealthTech has driven engagements on a number of important issues firms are challenged by, including: improving client service and productivity; streamlining and automating workflows; delivering a tailored experience through custom integrations and technology vendor assessment; developing and implementing a digital strategy; and implementing strategies around data capture and utilization. Additionally, he frequently leads client-facing workshops and serves as a subject matter expert for business partners and solution providers when seeking insights and best practices.
Prior to his current role, Mr. Daher lead the financial data initiative on Fidelity’s WealthCentral platform. Preceding that, he managed financial communications for Fidelity Institutional Wealth Services. Prior to joining Fidelity in 2007, Mr. Daher was a portfolio manager with Mellon Private Wealth Management managing client relationships. He has also spent time as a technology consultant with Keane (now NTT Data) working with large financial services firms.
Mr. Daher received his Bachelor of Science degree in economics and political science as well as his Master of Business Administration degree from Northeastern University. Additionally, he is a graduate of the Trust Administration Program at the New England School of Banking at Williams College. Mr. Daher is a CFP® professional and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.