Fidelity Investments Senior Manager, Managed Accounts Product Management in Boston, Massachusetts
Reporting to Strategic Adviser’s Vice President, Managed Accounts Product Management and Development, the position will be a catalyst in the development and ongoing management of our advice solutions and investment capabilities within SAI.
The Senior Manager, Managed Accounts will support the implementation and ongoing support of Strategic Adviser’s (SAI) product initiatives.
As part of this exciting opportunity you will manage day to day product responsibilities for institutional advice solutions offered through Workplace Investing and Fidelity Institutional Asset Management.
Another important role is to act as liaison between SAI investment professionals and key product, sales and service, communications, legal and compliance business partners. Effectively turning transforming our investment capabilities into clear and powerful value drivers for clients!
In this role you will be part of a diverse, reciprocal, and adaptive team tasked with helping grow Fidelity’s advice solutions in the institutional marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers.
The Expertise You Have
Five (5 ) plus years of financial services experience, preferably in product management, product development or product strategy roles.
Experience with multiple investment products and asset classes.
Strong academic credentials; progress towards an MBA, equivalent graduate degree, and/or CFA strongly preferred.
The Skills You Bring
Interpersonal and Influencing skills required along with confirmed ability to optimally engage with all levels of management across multiple business units.
Communication Skills and the ability to clearly, concisely and persuasively present complex proposals, issues and arguments, both in writing and verbally.
Analytical and Critical Thinking Skill required ensuring analyses are thoroughly vetted and sound
Project Management skills required to efficiently drive projects across the company and run critical dependencies
The Value You Deliver
The Senior Manager responsibilities within Strategic Advisers managed account offerings/capabilities will contribute to several exciting areas of the business.
Communicating investment philosophy, process, resources and results to internal partners and will work closely with product professionals across Fidelity's distribution channels to support product positioning, product marketing, and product development.
Work with the sales teams to build responses to proposal for prospective institutional clients for SAI advice solutions.
Generate valuable, decision-support reporting for internal and external audience to shape the future of our business and offerings.
Support any new Product Development efforts related to underlying investment vehicles for Personalized Planning and Advice at Work, HSA, and FIAM Model Portfolios.
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 ourdiverse and inclusiveworkplace where werespect and valueour associate for their unique perspectives and experiences. For information about working at Fidelity, visitFidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Job: *Branch Offices
Title: Senior Manager, Managed Accounts Product Management
Requisition ID: 2000520