Director, Investment Product

3 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

The Director, Investment Product will assist in the product strategy, development, management, and advocacy of Fidelity s suite of investment products and services we make available to institutional customers. \u00A0The primary focus of this role will be in support of our institutional solutions business for the Fidelity Asset Management Solutions (FAMS) business unit.\u00A0

Within FAMS, the Global Institutional Solutions (GIS) team designs and manages custom multi-asset class mandates on behalf of institutional clients that choose to outsource investment discretion to an external asset manager.\u00A0 This OCIO (Outsourced Chief Investment Officer) model has grown increasingly more prevalent in the institutional world, predominantly on behalf of corporate defined benefit plans and nonprofit organizations such as endowments and foundations. Fidelity s GIS team is responsible for the strategic design, active capital allocation, and underlying manager selection decisions for the portfolio, based on each clients unique investment objectives and constraints.

The Director, Investment Product will work to enhance and support our GIS-managed OCIO offering, a key strategic priority for Fidelity.\u00A0 The Director will work with the investment team to ensure the team has all the necessary building blocks and tools it needs to create or enhance both standard and customizable solutions for institutional clients.\u00A0 The Director will also work with institutional channel partners to help position our multi-asset solutions in the most effective way possible.\u00A0 Lastly, the Director will be expected to analyze and understand industry trends and incorporate channel feedback, ensuring our offering continues to meet evolving customer needs through innovation, investment vehicle availability, and competitive pricing.

Specific responsibilities include:

  • Suggesting opportunities to reposition or enhance existing products and solutions to improve longer-term performance and marketability.
  • Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.
  • Supporting the distribution team through all phases of the sales process, including content production and review of Requests for Proposals (RFPs)
  • Understanding the competitive marketplace to capitalize on emerging market trends and themes in collaboration with the GIS and broader FAMS investment teams.
  • Demonstrating leadership to propose and drive various cross-functional team projects.
  • Practicing excellent time management and organizational skills.

The Expertise and Skills You Bring

  • 7+ years of experience working in the financial services industry. Current team members have a range of investment-focused product, consulting, fund research, or client-facing backgrounds.
  • Deep knowledge of investments across asset classes and investment styles, including quantitative and discretionary approaches.
  • Proven experience with the development and product management for mutual funds, ETFs, index products, separately managed accounts, and private fund vehicles.
  • Understanding of institutional distribution channels and their specific institutional client needs.
  • Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.
  • Series 7 & 63 licenses (can be obtained while in role).
  • Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.
  • Highly effective communicator with excellent writing, presentation, and interpersonal skills.
  • Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.
  • Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.

The Team

The Investment Product Group plays a key role in the company, partnering closely with asset management, Fidelity s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.





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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.

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