Job Description:

The Role

Reporting to Strategic Adviser’s Vice President, Managed Accounts Investment Solutions, the position will be a catalyst in the growth of managed accounts product including our dedicated mutual fund line-up that are the foundation of our advice solutions and investment capabilities within SAI.

The Senior Manager, Managed Accounts Investment Solutions will assist in the development and execution of managed account product initiatives while continuously improving and supporting our current product offerings.

An 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!

Finally, you will manage the board reporting process of the Strategic Advisers multi-manager funds. You will also provide portfolio, performance and competitor profiles, analysis, and insight.

In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s advice solutions in the 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 Senior Manager responsibilities within Strategic Advisers managed account offerings/capabilities will contribute to several exciting areas of the business.

Provide business analysis and project management support which will assist in the definition of investment solutions that meet identified customer/market needs; and represent investment team needs in platform/implementation efforts to bring new capabilities and products to market

Contribute to product launches by assisting in representing the investment team to communicate the investment process, investment philosophy, portfolio construction positioning and messaging, representative training, as well as thought leadership

Provide ongoing product support in the form of communications and positioning of investment process and methodology, as well as facilitation of client exceptions, reporting/analysis enhancements, ad hoc channel requests and Board preparation for the PAS-dedicated multi-manager and underlying dedicated Fidelity SAI funds

Deliver competitive analysis and insights of the Managed Accounts marketplace by monitoring the performance, product enhancements, and product development of selected key competitors

Communicate the 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

Generate value-added, decision-support reporting for internal and external audience to shape the future of our business and offerings

The Expertise and Skills You Bring

Four (4+) plus years of financial services experience, preferably in product management, product development or product strategy roles

Experience with mutual funds across multiple asset classes

Progress towards an MBA, equivalent graduate degree, and/or CFA preferred

Interpersonal and Influencing skills required along with confirmed ability to successfully 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 optimally drive projects across the company and run critical dependencies

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.