Job Description:
Director, Investment Product
The Director, Investment Product will be responsible for product development, management, strategy, and advocacy for Fidelity's Active Equity investment products with the goal of developing a strategy to retain and grow assets under management. The Director will partner with the investment teams to understand and articulate product design, investment approaches and positioning across the products. Likewise, the Director will work with distribution channel partners to better understand industry trends, client demand and feedback to ensure that the product lines continue to meet evolving customer needs through innovation, product development and pricing.
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The Role You Will Play
- Providing institutional product subject matter expertise on multiple equity investment products.
- Representing the product design, philosophy, process, resources, and results to internal and external clients.
- Creating and enhancing investment content for product positioning in collaboration with both the investment and marketing teams.
- Researching and identifying product development opportunities and subsequently developing business cases to support promising new product initiatives.
- Identifying opportunities to reposition or enhance existing products or underlying investments to improve longer-term marketability.
- Contributing to the long-term strategic product plan to capitalize on emerging trends and themes in collaboration with the broader equity product team.
- Demonstrating leadership to propose and drive various cross-team projects.
The Expertise And Skills We Are Seeking
- 7+ years of experience working in the financial services industry.
- Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.
- Knowledge of and interest in investments with equity experience a plus
- Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.
- Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.
- Series 7 & 63 licenses (can be obtained while in role).
- Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.
- Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.
- Highly effective communicator with excellent writing, presentation, and interpersonal skills.
- Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.
- Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
The Team
The Investment Product Group is a key component of Fidelity's asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity's distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Product Management
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.