Job Description:
Reporting to Strategic Adviser’s Senior Vice President, Managed Accounts Investment Solutions, the position will be a catalyst in the growth of Strategic Advisers managed account business.
As key members of the Managed Accounts Investment Product team, we are responsible for partnering with investment and distribution partners to develop, implement and support the diverse set of investment solutions offered by Strategic Advisers. We are fortunate to contribute to Fidelity’s rapidly growing advice business and capabilities with a focus on single asset class, multi-asset class, and multi-account solutions offered to retail, workplace, or institutional investors.
Another important role is to act as liaison between Strategic Advisers investment professionals and key product, sales and service, communications, legal and compliance business partners. In close partnership with Fidelity’s distribution channels, we help to effectively communicate our investment capabilities in terms of clear and powerful value drivers for clients!
In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s advice solutions in the market! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers.
Primary Responsibilities
The Manager responsibilities within Strategic Advisers managed account offerings/capabilities will contribute to several exciting areas of the business.
Provide business analysis and project management support which will assist in the definition of investment solutions that meet identified customer/market needs; and represent investment team needs in platform/implementation efforts to bring new capabilities and products to market
Contribute to product launches by assisting in representing the investment team to communicate the investment process, investment philosophy, portfolio construction positioning and messaging, representative training, as well as thought leadership
Provide ongoing product support in the form of communications and positioning of investment process and methodology, as well as facilitation of client exceptions, reporting/analysis enhancements, ad hoc channel requests
Deliver competitive analysis and insights of the Managed Accounts marketplace by monitoring the performance, product enhancements, and product development of selected key competitors
Communicate the investment philosophy, process, resources and results to internal partners and will work closely with product professionals across Fidelity's distribution channels to support product positioning, product marketing, and product development
Generate value-added, decision-support reporting for internal and external audience to shape the future of our business and offerings
Education and Experience
Four (4+) plus years of financial services experience, preferably in product management, product development or product strategy roles
Experience with mutual funds across multiple asset classes
Skills and Knowledge
Interpersonal and Influencing skills required along with confirmed ability to successfully engage with all levels of management across multiple business units.
Communication Skills and the ability to clearly, concisely and persuasively present complex proposals, issues and arguments, both in writing and verbally.
Analytical and Critical Thinking Skill required ensuring analyses are thoroughly vetted and sound
Project Management skills required to optimally drive projects across the company and run critical dependencies
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.