Job Description:
The Role
As key members of the Managed Account 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!
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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 which values positive change agents with an unwavering commitment to delivering better outcomes for our customers.
Primary Responsibilities
The responsibilities within Strategic Advisers managed account offerings/capabilities will contribute to several exciting areas of the business.
- Responsible for a subset of solutions offered by Strategic Advisers - solutions spanning Unified Managed Account (UMA), Unified Managed Household (UMH), Digital, Separately Managed Accounts (SMA), Intermediary-Sold Model solutions, and dedicated funds - which currently represent over three million accounts and greater than $800B in assets
- Collaborate closely with internal teams to help drive product positioning, product marketing, and product development
- Lead ongoing project reporting for senior leaders and partner to provide updates on project implementation
- Essential team member on solution launches by assisting in representing the investment team to communicate the investment process, investment philosophy, portfolio construction, positioning, messaging, and representative training, as well as thought leadership
- Support development and prioritization of the strategic roadmap while influencing business partners to take action on new initiatives
- Point-person for the on-going product management of the solutions including ongoing product support in the form of communications and positioning of investment process and methodology, as well as facilitation of client requests/exceptions, reporting/analysis improvements, and ad-hoc channel needs
- Accountable for crafting and articulating investment solution philosophy, process, resources, and results to internal partners
- Support distribution teams by answering complex client and prospect inquires related to the investment methodology underpinning our solutions
- Support further product development efforts related to Retail, Workplace, Institutional platforms, and dedicated funds
The Expertise and Skills You Bring
- Five (5+) plus years of financial services experience, preferably in product management, product development or product strategy roles
- Investment and/or Product experience with single-asset class, multi-asset-class, and/or fund solutions including managed accounts
- Progress towards advanced degrees, relevant professional certifications and/or equivalent(s) strongly preferred
- Interpersonal skills and the ability to work collaboratively with individuals from different functional areas and varying levels of experience
- Ability to communicate clearly and concisely in both written and verbal communication, and to logically present sophisticated proposals, issues, and arguments to key partners and senior leaders
- Analytical and data-driven, with strong organizational abilities and problem-solving skills that can help find creative solutions to complex problems
- Project management abilities with a history of successfully driving progress on key initiatives while coordinating and aligning critical dependencies
- Proactive identification of critical issues, potential resolution plans, and quick decisioning
- Familiarity and comfort with technology concepts and trading architectures for financial services / managed accounts
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.