Job Description:
The Role
Do you want to be part of a team working on building a new business in a rapidly growing segment of the market? We are looking for a motivated, analytical, and solutions oriented individual who will join our Managed Discretionary Solutions team within the Fidelity Institutional Wealth Managed and Advisory Solutions area.
As advisor adoption of Separately Managed Accounts (SMA) continues to increase, we are planning to purposefully grow and expand our Custom SMA distribution and product offering solutions to capitalize on the market environment. This product area provides exposure and experience collaborating with cross functional and cross enterprise teams including Asset Management, Fidelity Institutional, LRC (Legal, Risk, & Compliance), Technology, Performance Management & Reporting, and more.
The Senior Manager, Custom SMA Product Management will support the implementation and ongoing support of Fidelity Institutional s Custom SMA product initiatives, with the following core responsibilities:
Engage in data/information gathering and analysis to inform product strategy and product development activities
Generate insightful, decision-support analysis for key stakeholders and product owners shape the future of our business and product offerings
Participate in product lifecycle process design and requirements definition to deliver on the Custom SMA product roadmap
Support, facilitate and deliver on product workstream efforts and bring new product offerings to market while collaborating with the product area and cross-enterprise partners
Provide Custom SMA product management support and drive resolution of client experience issues, business risks and process impediments
The Expertise and Skills You Bring
BS degree required. Progress towards an MBA and/or CFA preferred.
Five plus (5+) years of financial services experience, preferably in product management, product development, or product strategy roles
Self-starter, independently oriented and excited by prospect of working on strategic initiatives with the ability to handle a fast-paced environment with multiple priorities, meet deadlines, and consistently deliver business results
Ability to work with ambiguity, understand complex business problems, synthesize information, analyze data, and develop practical solutions and recommendations
Strong proficiency in creating visually appealing, persuasive, and effective PowerPoint presentations
Proficient in organizing and analyzing data to support strategic business decisions.
Provide business support to Product Area leadership, squads, and the product development team by playing a key analyst role in deliverables
Understand intermediary distribution and the competitive landscape to help shape product strategy and complete deliverables
Strong analytical and critical thinking skills required ensuring analyses are thoroughly vetted and sound
Communication Skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally.
Manage internal and external communications related to assigned product responsibilities
Knowledge of managed accounts and separately managed accounts (SMA) preferred
The Team
In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity s SMA solutions in the marketplace. We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers.
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 we 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.
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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 , or by calling , prompt 2, option 3.