See more Collapse

Senior Manager, Advisor Oversight

1 month ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

The Boston-based Strategic Advisers Advisor Oversight Team is responsible for due diligence, on-boarding, and ongoing oversight of third party providers in the Strategic Adviser Mutual Funds and Separately Managed Account Programs.\u00A0 We provide risk and oversight guidance for SAI s product initiatives.\u00A0 The Team supports SAI s and our distribution channel s strategic growth through sub-advised funds and separately managed account offerings.

  • Supporting aspects of the initial due diligence process for third party providers
  • Preparing Board reporting in support of initial candidate presentations, quarterly reporting, and annual contract renewals
  • Coordinating oversight materials in support of quarterly Steering Committee and Board meetings
  • Providing relationship management for third party providers through periodic and ad-hoc engagements
  • Liaising with internal and external partners on implementation activities

The Expertise and Skills You Bring

  • 5+ years working experience\u00A0
  • Bachelor s degree required
  • Background in financial services, compliance, operations, or relationship management a plus
  • Your experience working collaboratively with firm-wide teams
  • Your attention to detail and strong analytical, organizational, communication and problem-solving skills
  • Your ability to own initiatives and issues and see them through to completion
  • Strong relationship management and communication skills
  • An ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities
  • Sound judgment regarding when to escalate issues and concerns
  • High level of personal integrity and professionalism

The Team

The Strategic Advisers Advisor Oversight team is seeking a motivated individual to support the initial due diligence, ongoing oversight, and implementation for third party providers. In this role the individual\u00A0will\u00A0be responsible for\u00A0providing support to our investment team and safeguarding Fidelity s reputation for our Board of Trustees and Shareholders.\u00A0The individual will be responsible for maintaining relationships within SAI, internal cross company business partners, and external partners at both the management and working team levels.\u00A0Oversight activities include quarterly reviews, annual contract renewals and brokerage reporting.

\u00A0\u00A0\u00A0



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.

We have other current jobs related to this field that you can find below

  • Senior Compliance Oversight Officer, Investments

    2 weeks ago

    Boston, United States Aon Full time

    Aon Investments USA is looking for Senior Compliance Oversight Officer, Investments (Chicago or open to any remote location across the U.S.) As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting our investment team. Your impact as a Senior Compliance Oversight Officer,...

  • Senior Specialist, Platform Oversight

    1 month ago

    Boston, Massachusetts, United States Cerevel Therapeutics Full time

    Company OverviewCerevel Therapeutics is dedicated to unraveling the mysteries of the brain to treat neuroscience diseases. We are tackling neuroscience diseases with a differentiated approach that combines expertise in neurocircuitry with a focus on receptor selectivity. Our portfolio of pre-commercial neuroscience assets targets a broad range of central...

  • Head of Portfolio Oversight

    1 month ago

    Boston, United States CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Director of Alternatives Oversight

    4 days ago

    Boston, United States Fidelity Investments Full time

    **The Role** As a Director of Alternatives Oversight in the Asset Management’s Treasurers Office, you will be responsible for supporting the growing alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity,...

  • Sr Oversight Manager

    4 weeks ago

    Boston, United States Citizens Full time

    Description As the Senior Oversight Manager supporting the Non-Financial Risk Management Oversight unit, you will be responsible for designing, enhancing, and performing credible challenge to Citizens fraud processes, procedures, and supporting documentation. The Senior Oversight Manager will develop the oversight capabilities necessary to appropriately...

  • Sr Oversight Manager

    1 month ago

    Boston, United States Citizens Financial Group, Inc. Full time

    Description As the Senior Oversight Manager supporting the Non-Financial Risk Management Oversight unit, you will be responsible for designing, enhancing, and performing credible challenge to Citizen's fraud processes, procedures, and supporting documentation. The Senior Oversight Manager will develop the oversight capabilities necessary to appropriately...

  • Treasury Oversight

    2 weeks ago

    Boston, Massachusetts, United States iCapital Full time

    Job DescriptionJob DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $180 billion...

  • Advisor to the CEO

    1 month ago

    Boston, United States New Silver Full time

    Job DescriptionJob DescriptionPosition Title: Advisor to the CEOLocation: Boston Massachusetts (hybrid model)Company Overview:New Silver is a fintech company with a mission - helping to improve local communities by providing fast, convenient and flexible capital to real estate investors. We use data and technology to provide our clients with fast approvals...

  • Manager, Accounting

    5 days ago

    Boston, United States Mechanic Advisor Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

  • Regional Security Advisor

    4 days ago

    Boston, United States COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC. Full time

    **Passion. Purpose. Impact. **CJP is one of Boston's oldest and most respected philanthropic organizations and we are currently seeking three (3) Regional Security Advisors. The Regional Security Advisor (RSA) serves as an expert security consultant, trainer, advisor, relationship manager, and liaison between the Combined Jewish Philanthropies (CJP)...

  • Senior Associate, Market Oversight and Transparency

    3 weeks ago

    Boston, United States Massachusetts Health Policy Commission Full time

    Posted on November 17, 2023The Massachusetts Health Policy Commission (HPC) seeks a Senior Associate to review and analyze changes to the health care marketplace, including provider mergers and acquisitions.This is a terrific opportunity for a motivated individual with dedication to public service to help lead the groundbreaking work of the HPC's Market...

  • Senior Associate, Market Oversight and Transparency

    1 month ago

    Boston, United States Massachusetts Health Policy Commission Full time

    Job DescriptionJob DescriptionPosted on November 17, 2023The Massachusetts Health Policy Commission (HPC) seeks a Senior Associate to review and analyze changes to the health care marketplace, including provider mergers and acquisitions. This is a terrific opportunity for a motivated individual with dedication to public service to help lead the...

  • Sr. Director, Third Party Compliance Oversight

    3 weeks ago

    Boston, United States Commonwealth Care Alliance Full time

    Why This Role is Important to Us The Senior Director, Third Party Compliance Oversight reports directly to the SVP, Corporate Compliance & Ethics and Risk Operations, and leads the Third-Party Compliance Oversight department for Commonwealth Care Alliance (CCA). This position effectively leads our Third-Party Compliance Oversight programs which...

  • Director of Alternatives Oversight

    1 month ago

    Boston, United States Fidelity Investments Full time

    Job Description: The Role As a Director of Alternatives Oversight in the Asset Management's Treasurers Office, you will be responsible for supporting the growing alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity,...

  • Senior Public Relations Manager

    1 month ago

    Boston, United States The Phoenix Group Full time

    Our client, a multinational law firm, is seeking a Senior Public Relations Manager (Litigation Practices) to join their team! The Public Relations Manager will develop & supervise PR strategies to boost visibility for the firm's top Litigation practices, relevant industries, and legal professionals in the U.S. This involves focusing on key areas such as IP...

  • Senior Investment Strategist

    1 month ago

    Boston, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Senior Investment Strategist Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of...

  • Sr. Associate, Liquidity Risk Oversight

    2 weeks ago

    Boston, United States Santander Full time

    Sr. Associate, Liquidity Risk OversightCountry: United States of America The Sr. Associate will independently review and challenge Liquidity Risk management processes and practices ensuring adherence to laws and regulations and to policies and procedures established by the company. Control and monitor Liquidity Risk limit framework compliance and its ongoing...

  • Senior Public Relations Manager

    1 month ago

    Boston, United States The Phoenix Group Full time

    Our client, a multinational law firm, is seeking a Senior Public Relations Manager (Litigation Practices) to join their team! The Public Relations Manager will develop & supervise PR strategies to boost visibility for the firm's top Litigation practices, relevant industries, and legal professionals in the U.S. This involves focusing on key areas such as IP...

  • Senior Wealth Advisor

    1 month ago

    Boston, United States Atlas Full time

    Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural competitive advantage, but we put...

  • Senior Wealth Advisor

    1 month ago

    Boston, United States Atlas Full time

    Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural competitive advantage, but we put...