Job Description:

Director, Portfolio Solutions Strategic Accounts

The Role

As a Director for Portfolio Solutions Strategic Accounts you will act as the primary specialist supporting Fidelity Institutional Relationship Managers in the distribution of Fidelity’s Portfolio Solutions to Financial Intermediaries including broker-dealers, banks, and insurance firms. This role will be charged with building client relationships and acting as a guide on all issues related our portfolio solutions offering (model portfolios, SMAs, portfolio construction tools, etc). We act as liaisons to key business partners Strategic Advisors (SAI) and Fidelity Institutional Wealth Advisors (FIWA), Relationship Management, and Investment Product.

The Value You Deliver

Delivering on sales and engagement goals by focusing on Broker-Dealers

Support the National Accounts team in the sales opportunity process from prospect identification and development through closing sales opportunities mostly via phone, video conference, and in person meetings.

Partner with our asset management counterparts to develop and cultivate a pipeline of custom models.

Coordinating internal resources to gain firm approval for new products and marketing materials.

The Expertise and Skills You Bring

5+ years of financial services experience (either sales, relationship management, product, or investment management)

Bachelor’s degree and/ or MBA

Strong experience in the Microsoft Office Suite

Series 7 & 63 registrations

A thorough and detailed understanding of Fidelity Asset Management portfolio construction techniques, underlying mutual funds and ETFs, and strategic and tactical asset allocation investment strategies

Ability to articulate detailed mechanics of investment process

Able to interact well with both external clients (gatekeepers, advisors, home offices leadership, due diligence analysts, etc.) as well as internal clients (relationship managers, senior management, wholesalers, etc.)

Comfort and strong ability to work 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

Ability to multitask, prioritize, problem solve and make decisions

The Team

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, 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 happiness and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We 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!

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.