Chief Portfolio Transition Manager

6 days ago


Étreux, Hauts-de-France, United States Fidelity Investments Full time

Fidelity Investments is a leading provider of financial services and products, offering a range of solutions to help individuals, families, and businesses achieve their financial goals.

As Chief Portfolio Transition Manager, you will play a critical role in driving the success of our clients by overseeing the transition of portfolios from one investment product to another. This position requires a strong understanding of investment operations, including portfolio management, trading, and compliance.

The ideal candidate will have a minimum of 8 years of experience in investment operations, with a proven track record of partnering across multiple business units to create alignment and drive execution prioritization. They will also possess strong written and verbal communication skills, with the ability to translate complex business context into executive-level presentations.

You will work closely with the VP, Product Acceptance Committee to provide effective product partnership through communication, risk mitigation, quality assurance, and delivery. Strong working relationships across the organization are essential for this role, as well as a high level of motivation, attention to detail, and effectiveness as a liaison between stakeholders and the team.

The salary for this position is estimated to be around $120,000 - $160,000 per year, depending on location and qualifications. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.

In addition to a competitive salary, you will have access to a range of benefits, including medical, dental, and vision insurance, 401(k) matching, and flexible paid time off. You will also have opportunities to advance your career and grow professionally within the company.



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