Job Description:

The FI Organization is seeking a Capital Markets Strategist with proven global macro subject matter expertise covering both equity and fixed income markets. The strategist is the primary client facing interface to our advisor clients and should therefore be able to clearly articulate Fidelity’s macro view and how it could translate into portfolio positioning. The strategists will work alongside field wholesalers who will be responsible to coordinate those meetings and for follow-up. A successful strategist should generate strong positive qualitative feedback as well as sales lift from our clients and prospects.

The Expertise We’re Looking For

• CFA or MBA preferred. 
• 10+ years investment management experience
• Series 7 and 63 licenses required

The Skills You Bring

• Must be able to gain instant recognition by clients as an investment expert
• Demonstrates strong investment competence and strong communication skills
• Able to interact well with both external clients (advisors, shareholders, boards of trustees, due diligence analysts, etc.) as well as internal clients (wholesalers, sales management, relationship management, etc.)
• Ability to travel 50%

The Value You Deliver

• Responsible for traveling with our wholesaling staff that cover the central part of the United States (e.g., Mid-West, Texas, etc.). Candidates who are currently domiciled in that region are preferred.
• Speaks primarily on capital markets topics but should over time also develop a considerable expertise of Fidelity’s vast array of investment products.
• Thrives in a team environment of strong investment professionals within the CMSG group and will be expected to perform in such a manner

How Your Work Impacts the Organization

Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm.  Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.

This role is based for the mid west territory and work from home. No relocation is available.

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.