Job Description:
The Director, Investment Product will be responsible for product development, management, strategy, and advocacy of Fidelity’s fixed income strategies. You will partner with the investment teams to understand and articulate product design, investment approaches and positioning across a range of strategies. You will contribute to ongoing product strategy for assigned products. Additionally, you will help to drive innovation and new product development to ensure that the product line continues to meet evolving customer needs.
- Presenting product design, investment philosophy, process, resources, and results to internal and external clients.
- Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.
- Researching product development opportunities and developing business cases to support new product initiatives.
- Identifying opportunities to reposition or enhance existing products to improve longer-term marketability.
- Contributing to the long-term strategic product plan to capitalize on emerging market trends and themes in collaboration with the broader fixed income product team.
- Demonstrating leadership to propose and drive various cross-team projects
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.
- Knowledge of and interest in investments, specifically fixed income strategies.
- Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.
- 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.
- Proven experience with the development and product management for mutual funds, ETFs, Indexes, separately managed accounts, and institutional vehicles.
- 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:Series 07 - FINRA, Series 63 - FINRA
Category:Product Management
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
