Fidelity Investments Director, Investment Product - Global Asset Allocation in Boston, Massachusetts

The Expertise We’re Looking For

  • 10 years of experience in financial services, preferably within investment product management

  • Demonstrated knowledge of and interest in investments, specifically in asset allocation

  • Strong education credentials; CFA, MBA or equivalent graduate degree preferred

The Purpose of Your Role

In this role, you will act as an institutional product subject matter expert with a deep understanding of the different distribution channels’ needs. You’ll collaborate with asset management, product management and distribution partners to help ensure product innovation and research efforts are meaningful and align with client needs.

The Skills You Bring

  • You are a strategic thinker and a collaborative implementer with a deep understanding of the competitive landscape in the institutional markets.

  • You have a strong investment background with proficiency in understanding of asset allocation strategies

  • You display excellent influencing and communication skills.

  • You understand institutional distribution channels and their unique competitor sets

  • You are a highly effective communicator with excellent writing, presentation and interpersonal skills.

The Value You Deliver

  • Contributing to the Personal, Workplace Investing and Advisory businesses in the areas of product development, investment knowledge and support, channel development and product management of Fidelity’s Target Date fund offering

  • Acting as a SME (subject matter expert) answering detailed questions from distribution channel partners and client-facing teams .

  • Creating and enhancing investment content for product positioning in collaboration with Marketing.

  • Running attribution analysis and performing competitor deep dives are also important parts of this role.

How Your Work Impacts the Organization\

The Director will help drive business strategy to retain and grow assets for the product line which consists of almost $200B in client assets across Fidelity’s Retail Direct, Defined Contribution and Intermediary distribution channels.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity,

/ Fidelity Investments is an equal opportunity employer. /

Job: *Product Development & Management

Title: Director, Investment Product - Global Asset Allocation

Location: MA-Boston

Requisition ID: 1703535