Strategic Asset Allocation Lead

7 days ago


Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time

Job Overview

Fidelity TalentSource LLC is seeking a highly skilled Strategic Asset Allocation Lead to join our team. This role will play a crucial part in developing and implementing investor risk profiling methodologies, working closely with distribution and product management teams.

About the Role

The successful candidate will be responsible for defining philosophy and strategic vision for investor risk profiling, partnering with teams to understand feedback and objectives, designing enhancements to investment profiling and suitability methodology, and conducting impact analysis to assess potential changes.

Responsibilities

  1. Develop and Communicate Investor Risk Profiling Philosophy: Create a clear approach to investor risk profiling and communicate it effectively to stakeholders.
  2. Partner with Distribution and Product Management Teams: Collaborate with teams to understand customer and representative feedback and incorporate it into Fidelity's investment profiling approach.
  3. Design Enhancements to Investment Profiling and Suitability Methodology: Develop improvements to Fidelity's investment profiling and suitability methodology for discretionary and non-discretionary clients.
  4. Conduct Impact Analysis: Assess the impact of potential changes on existing clients and help develop positioning and rationale.
  5. Identify and Conduct Research Topics: Determine topics related to asset allocation that inform thought leadership and drive innovation.
  6. Design Analytics to Evaluate Impact: Develop analytics to evaluate the impact and value-add of investment profiling on customer outcomes.
  7. Provide Consultative Guidance: Offer guidance to team members on day-to-day profiling projects.

Requirements

  • Strong Understanding of Financial Markets and Investment Products: Possess a deep understanding of financial markets, investment products, and asset allocation.
  • Clear Communication Skills: Be able to develop and communicate a clear philosophy and approach to investor risk profiling.
  • Critical Thinking and Problem-Solving Skills: Demonstrate strong critical thinking and problem-solving skills.
  • Quantitative and Analytical Skills: Possess excellent quantitative and analytical skills.
  • Education and Experience: Hold a bachelor's degree or graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree, and have 10+ years of relevant financial services experience.
  • Excellent Communication and Teamwork Skills: Have excellent communication and teamwork skills.

Compensation

We offer a competitive salary of $150,000 - $200,000 per year, depending on experience, plus benefits and opportunities for growth and development.

Why Join Us

Fidelity TalentSource LLC values honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We are committed to creating a diverse and inclusive work environment that fosters growth and development. If you are passionate about delivering exceptional results and making a meaningful impact, we encourage you to apply for this exciting opportunity.



  • Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time

    Job OverviewFidelity TalentSource LLC is seeking a Strategic Asset Allocation Lead to join our team. As a key member of our Financial Solutions group, you will play a vital role in developing and implementing asset allocation strategies that meet the evolving needs of our customers.This is an exciting opportunity for a seasoned professional with expertise in...


  • Étreux, Hauts-de-France, United States The Bank of New York Mellon Corporation Full time

    About the Role:We are seeking a highly skilled Strategic Asset Research and Investment Analyst to join our team. This role will involve conducting research on key macroeconomic trends that shape the global economy and their implications on asset allocation.Responsibilities:Conducting in-depth research on macroeconomic trends and their impact on asset...


  • Étreux, Hauts-de-France, United States The Bank of New York Mellon Corporation Full time

    About BNY Investments:BNY Investments is a pioneering investment manager, boasting a significant presence in the global market with $2 trillion in assets under management. By adopting an investor-centric approach, the firm offers clients the best of both worlds: specialist expertise from seven specialist investment managers, covering a wide range of asset...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    Unlock Your Potential in a Dynamic Leadership RoleWe are seeking an experienced Research Director to lead our mult-asset investment solutions team. This is a critical role within our organization, driving innovative strategies designed to meet client objectives.Key Responsibilities:Owning strategy for the creation of models and signals that will be the...


  • Étreux, Hauts-de-France, United States BNY Mellon Full time

    BNY Mellon is a leading global financial services company at the center of the world's financial system, touching nearly 20% of the world's investible assets. As a forward-thinking organization, we empower our employees to grow and succeed in an inclusive workplace that values innovation and creativity.We are seeking a highly skilled Vice President to join...


  • Étreux, Hauts-de-France, United States Liberty Mutual Insurance Full time

    Company OverviewLiberty Mutual Investments (LMI) is a global leader in financial asset management, with over $100 billion in Assets Under Management and a team of 300+ professionals located in Boston, MA. Our boutique-like investment firm offers the best of both worlds: the reputation and financial strength of a global leader and the agility and expertise of...


  • Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time

    About Fidelity InvestmentsFidelity Investments is a privately held company with a strong mission to strengthen the financial well-being of our clients. We help individuals invest and plan for their future, support companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with...


  • Étreux, Hauts-de-France, United States Takeda Pharmaceuticals Full time

    About the RoleWe are transforming patient care through the development of novel specialty pharmaceuticals and best in class patient support programs.This position plays a crucial role in the Strategy & Business Operations team, reporting to the Strategy & Business Operations Lead.As part of this team, you will work closely with Regulatory, Medical, Legal,...


  • Étreux, Hauts-de-France, United States The Hollister Group Full time

    The Hollister Group is seeking a highly skilled Strategic Project Director to lead the execution of critical projects that drive business success. Based in Boston, MA, this individual will oversee the development and implementation of project plans, risk registers, and resource allocation.This role requires strong written and verbal communication skills, as...


  • Étreux, Hauts-de-France, United States MassMutual Full time

    The MassMutual organization is a leading provider of financial protection products and services. Our mission is to help our policyholders achieve their long-term goals by providing them with the necessary tools and resources to manage risk and maximize returns.


  • Étreux, Hauts-de-France, United States WinnCompanies Full time

    Job Overview:">We are seeking a highly skilled Executive Asset Strategist to join our team at WinnCompanies. This role is ideal for an individual with experience in asset management, strategic planning, and leadership. The successful candidate will be responsible for overseeing the value-add asset management and reputation management of Winn-owned...


  • Étreux, Hauts-de-France, United States Brigham and Women's Hospital Full time

    Job Title: Strategic Sourcing LeadAbout the Role:This role is a key position in our procurement department, responsible for developing and implementing optimal sourcing strategies to support business growth. The successful candidate will have strong leadership skills and experience in vendor management.Key Responsibilities:Develop and Lead Sourcing...


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

    As a Compliance Officer for Fidelity Digital Assets, you will serve as a trusted business partner, promoting a culture of ethical conduct and dedication to compliance, regulatory, and legal obligations.You will lead the Compliance Product Advisory program, collaborating closely within Fidelity Digital Asset Services and across the Fidelity organization.Key...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    State Street Corporation is a leading financial institution offering investment servicing, data analytics, and asset intelligence solutions to institutional clients. As a Strategic Performance Consultant with our Alpha Performance team, you will play a crucial role in onboarding clients to our platform.We are seeking an experienced professional with a strong...


  • Étreux, Hauts-de-France, United States WinnCompanies Full time

    Job SummaryWe are seeking a highly skilled Asset Management Specialist to join our team at WinnCompanies. This role will be responsible for supporting the company in connection with its investment and asset management activities.About UsWinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are...


  • Étreux, Hauts-de-France, United States Manulife Insurance Malaysia Full time

    Senior Manager, Audit and Advisory ServicesWe are a thriving, energetic, collaborative team dedicated to driving value and fostering a culture of excellence within Manulife. Joining our team means taking on a pivotal role in providing independent and objective assessments to strengthen governance, risk management, compliance, and internal control of a...


  • Étreux, Hauts-de-France, United States Mentor Technical Group Full time

    Job Description:Mentor Technical Group, a world leader in life science engineering and technical solutions, is seeking an experienced Reliability Engineer to join our team. As a key member of our technical group, you will be responsible for driving lifecycle asset management across strategic accounts and leading the Maintenance Excellence & Life Cycle Asset...


  • Étreux, Hauts-de-France, United States AvalonBay Communities Full time

    AvalonBay Communities is seeking an experienced Asset Management Director to join its team. The ideal candidate will have a strong background in asset management, acquisition underwriting, or property management, preferably in the multifamily sector.The Director of Asset Management will be responsible for analyzing multiple aspects of long-term asset...


  • Étreux, Hauts-de-France, United States Allocator Jobs Full time

    Job SummaryWe are seeking a highly skilled Strategic Investor Relations Manager to join our team at Allocator Jobs. As a Vice President, you will play a critical role in managing and overseeing private market investments.About the RoleThe successful candidate will develop investment strategies and analyze market trends to drive business growth. They will...


  • Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full time

    About UsWellington Management, a global investment management company, offers comprehensive services to institutional clients worldwide.We strive to attract and retain top talent by providing competitive total compensation packages, including base salary and variable components. The estimated base salary range for this role is $250,000 - $350,000 per...