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Senior Manager, Advisor Oversight

4 months 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.

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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.