Director, Investment Strategist

Job Description:

Position Description

The Investment Strategist team provides investment-related support and education for Fidelity Workplace Investing clients and advisors across all segments. Investment Strategists are an internal group of professionals with broad financial backgrounds focusing on capital markets, money management and consulting. This group is available to help Plan Sponsors and their advisors make educated investment-related decisions associated with their DC or DB plans.

The Investment Strategist team provides Investment Support for Fidelity Workplace Investing clients and advisors regarding their retirement plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity. The Investment Strategist location may be flexible, though it is preferred that they be near one of our primary campuses, where they can interact with other team members (Boston, MA, Covington, KY or Westlake, TX)

• The Investment Strategist will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors but particularly with focus on the client's investment decision makers. Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a finals presentation.
• He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group.
• The Investment Strategist is responsible for servicing the investment needs of a pooled group of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship.
• Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up.
• The role requires a high volume of client interaction almost exclusively by video with the potential for limited face to face interactions.
• The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role. The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment

• CFA/CFP and/or MBA strongly preferred.
• Minimum of 5 years investment consulting or related experience.
• Ability and desire to identify and build relationships with client investment decision-makers.

• Detailed understanding of mutual funds and other investment vehicles, including various non-mutual fund investment vehicles that are commonly found in institutional retirement plans.
• Excellent understanding of the economy and its drivers.
• Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process.
• Excellent understanding of retirement plan investment menu design.
• Travel: 0-25% travel required.