Job Description:

As a Platform Investment Specialist, you will be responsible for driving net new sales in Portfolio Solutions products and services across TAMP, FinTech and Platform relationships. You will be the primary subject matter expert on all Model Portfolio and SMA products along with Fidelity’s investment thought leadership. You will work with existing TAMP/FinTech partners to grow our relationships as well as working with new relationships to broaden our model and SMA distribution. You will be a key contributor to the broader TAMP/FinTech landscape and own the strategy and updates to key business partners. You will have the support of an experienced team, where an inclusive and motivating culture is critical.

The Team

We are dedicated to the intermediary and institutional marketplace, broker dealers and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives aimed at retaining or gathering new assets are important components to the success of Fidelity Institutional Wealth Advisor (FIWA).  As a platform investment specialist, you will have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients so we can respond with purpose and conviction. 

The Expertise You Have

FinTech/TAMP technology landscape knowledge

5 -10 years investment related experience (either sales, relationship management, or product management)

Managed Account Experience

Investment operations and distribution experience

Bachelor’s degree and/or MBA

Strong experience in the Microsoft Office Suite

Series 7 & 63 licenses required. Series 65 preferred.

The Skills You Bring

A strong background on the relevant TAMP/FinTech firms and the product distribution they offer

A solid understanding of the operational complexity required to delivery model portfolios through TAMPs, Fintechs

Awareness of key technology trends and differentiators within the growing FinTech marketplace

Fidelity’s investment capabilities including Model Portfolios, SMAs, UMAs,

Comprehensive understanding Broker Dealer/RIAs and how technology needs and integrations differ between clients and platforms

Ability to articulate detailed and strategic status updates to relevant internal business partners on Model Portfolio/SMA distribution and availability within our FinTech/TAMP partners

Capability to balance resolve and temperament while working in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents

The Value You Deliver

Executing on Key Performance Indicators with a focus on growing distribution and sales of Model Portfolios and SMAs with existing and new TAMP/FinTech partners

Owning and monitoring all legal contracts and finance proposals for sales opportunities with FinTech/TAMP clients

Managing Finance P&L of existing client relationships and pipeline activity and communicating status on business case assumption goals

Working through operational nuances of servicing these technology partners including FIX connection capability, pricing negotiations, as well as trading/rebalancing delivery

Leading internal industry discussions around TAMP/FinTech strategy, best practices and thought leadership to better align with these platforms as they continue to change and adapt to the advisor market

Delivering relevant marketing collateral and sales initiatives to the broader FI sales organization to drive additional education and distribution of Model Portfolios and SMAs

This role is flexible on location and you will be able to work from home. We will not relocate a candidate.

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.