Strategic Asset Allocation Lead
7 days ago
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
- Develop and Communicate Investor Risk Profiling Philosophy: Create a clear approach to investor risk profiling and communicate it effectively to stakeholders.
- 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.
- Design Enhancements to Investment Profiling and Suitability Methodology: Develop improvements to Fidelity's investment profiling and suitability methodology for discretionary and non-discretionary clients.
- Conduct Impact Analysis: Assess the impact of potential changes on existing clients and help develop positioning and rationale.
- Identify and Conduct Research Topics: Determine topics related to asset allocation that inform thought leadership and drive innovation.
- Design Analytics to Evaluate Impact: Develop analytics to evaluate the impact and value-add of investment profiling on customer outcomes.
- 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.
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