Squad Leader, PMA After-Tax Benchmarks

Job Description:

The Role

Do you want to be part of a growing Wealth Management Technology team implementing cutting edge solutions to meet the expanding needs of both our institutional and retail businesses?

We are looking for a Squad Leader of PMA After-Tax Benchmarks to become a member of the leadership team for the Performance Measurement & Analysis (PMA) product area, where your squad will plan, design, and implement an industry-leading approach to benchmarking after-tax performance.

Key responsibilities:

• Partner with industry experts, asset management, and wealth product teams to define the methodology that will be used as a measure of after-tax benchmark performance for portfolios across the Fidelity enterprise.
• Establish a clear product roadmap and convey vision for related capabilities to squad members and business partners.
• Drive execution of the product roadmap by leading a highly engaged squad to iterative success.
• Establish meaningful squad objectives and regularly measure progress toward clear KPIs.
• Build awareness of industry and competitive factors influencing investment performance reporting. Advocate for the platform across the enterprise and partner with other leaders in the product area on overall vision.

The Expertise and Skills You Bring

• Bachelor's degree required.
• CIPM, CFA, or related experience preferred.
• Ten plus (10+) years of progressive financial services experience
• Strong experience in investment performance measurement and/or managed account solutions
• Track record leading team delivery in an agile environment
• Strong analytical and critical thinking skills with the ability to understand and resolve complex problems
• Understanding of portfolio accounting, modern portfolio theory, and related concepts of risk and return
• Strong communication skills and comfort presenting to audiences at all levels of the organization

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

The Performance Measurement & Analysis product area is part of Fidelity's Institutional Technology organization. We are responsible for a proprietary, enterprise-scale investment performance platform and contribute to several of Fidelity's rapidly growing and most critical business areas. We partner closely with asset management, advisory product, and digital experience teams focused on offerings for both institutional and retail clients.

Certifications:

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.

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.

Client-provided location(s): North Smithfield, RI

Job ID: Fidelity-2114225

Employment Type: OTHER

Posted: 2025-07-23T23:44:34