Fidelity Investments Director, Portfolio Communications in Boston, Massachusetts
The Investment Solutions Marketing team is looking for a team player who enjoys working cross functionally to develop investment portfolio content for Fidelity’s Managed Accounts Solutions. You are a strategic thinker AND doer, who is passionate about investments and enjoys working in a team-oriented culture You will work closely with the Managed Accounts Marketing Director, Product, IPM, Investment and Data teams, and the Managed Accounts Portfolio Communications lead to ensure investment content is consistent across internal and external audiences and make sure marketing deliverables stay aligned on business goals and priorities.
The Director will develop investment portfolio communications for Managed Accounts, leveraging their strong investment acumen to translate complex topics into easy-to-understand client-facing associate and client-ready materials. They will collaborate with various business partners across the organization to manage and deliver on large-scale projects, while also helping to develop internal investment reporting guidelines. This individual will be responsible for articulating market views and investment positioning in portfolio level communications. The individual must have a strong understanding of investment concepts to be able to simplify complex investment concepts into easy to understand language appropriate to the audience.
The Managed Accounts Portfolio Communications Director will be an integral part of the Investment Solutions Marketing team supporting Fidelity’s Managed Account Solutions. This role is responsible for developing and delivering portfolio investment messaging and investment reporting. The Director provides subject matter expertise to other marketing partners with product-level expertise and business knowledge.
The Expertise You Have
8-10 years financial services industry experience with strong investment acumen
Investment Product knowledge with managed accounts experience preferred, not required
Excellent communication skills including both investment writing and verbal
Experience with project management and managing to deadlines
Strong interpersonal skills, including the ability to work across the organization and interact/influence effectively at all levels of management and peers
The Skills You Bring
You bring strong investment acumen and are a self-starter
You bring solid influencing and negotiating skills
You have a strong passion for partnership and collaboration
You have experience working on cross-functional teams delivering on large-scale projects at an accelerated pace
You have confident decision-making ability
Ability to be flexible and adapt to changing requirements
The Value You Deliver
Develop and manage quarterly investment communications to provide clients and associates portfolio level investment insights on markets, performance drivers, activity & positioning
Identify and develop investment-reporting guidelines including the production of quarterly investment reports for senior management.
Execute investment portfolio messaging for new investment solutions, ensuring alignment across key stakeholders.
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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com .
/ Fidelity Investments is an equal opportunity employer. /
Job: *Marketing/ Advertising/ Media/ Communication
Title: Director, Portfolio Communications
Requisition ID: 1811783