Job Description:
The Role
The Equity SMA Product team (Separately Managed Account) is looking for an upbeat leader who is passionate about defining, evolving, and implementing the strategic product offering This leader will use innovative thinking to develop new, and transform existing, solutions aimed at meeting the complex needs of our clients' investment goals!
The Director's focus in this fast-paced, industry leading space will be to advance the work of building and supporting Equity SMA products and to deliver valuable solutions through knowledge of clients, investments, and the markets.
The Expertise and Skills You Bring
- Bachelor's degree or equivalent with 10-12+ years of experience. MBA a plus.
- FINRA Series 7 and 66 licenses preferred.
- CFP®, CFA® or other industry designation(s) a plus.
- Strong investment knowledge and/or financial services product management experience, with an understanding of the competitive landscape in the High Net Worth, Wealth Management and SMA markets.
- Experience in product management including marketing financial services products, product positioning, collateral creation, and R&D.
- Knowledge of investment products, particularly managed accounts, and financial planning.
- Driving competitive advantage through outstanding customer experience and targeted customer communications.
- Outstanding written and verbal communication skills.
- Digital marketing experience a plus.
- Ability to synthesize sophisticated data from multiple, disparate sources and present analysis, relevant insights, and themes in a simple, understandable way.
- Familiarity working with technology teams using agile methodology
- Understanding of client-facing/advisor-led process a plus.
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The Team
As a member of the Equity SMA Product team, the Director is embedded in the Wealth Investment Solutions product area, which provides discretionary money management services on more than 2 million managed accounts with more than $800B in assets under management. The team is a multi-functional group of individuals with product management, product delivery, digital content development, investment, and field expertise.
The Director performs research and analysis on future and existing products and completes competitive analysis on industry trends to develop new Equity SMA growth initiatives. In addition, the Director creates targeted and timely messaging on products and interacts frequently with client-facing associates to provide daily product support, capturing the voice of clients & associates and continuously improving on our existing solutions. The role collaborates closely with the many teams within Wealth Investment Solutions, as well as client-facing leadership, Operations, Finance, Marketing, Legal, Risk and Compliance, and various asset management teams.
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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.