Note: Fidelity will not provide immigration sponsorship for this position
The Role
As an exchange fund specialist, you will play a critical role in driving the growth and adoption of Fidelity’s Exchange Fund. You will act as a key connector across the investment, operations, and distribution teams, while serving as a subject matter expert and trusted partner to advisors and clients. This individual will need to become a subject matter expert on exchange funds and will be expected to spend a significant amount of time providing education to potential customers. The person needs to be adept at and willing to work with Fidelity representatives, third party advisors, and their clients while providing a strong partnership with Fidelity’s investment management and investment operations teams. The successful candidate will have a passion for learning, ability to be collaborative and have excellent organization and communication skills
The Expertise You Have
- Bachelor’s degree required; MBA or advanced degree preferred
- Series 7 and 63 (or equivalent) preferred, or ability to obtain within role
- 5+ years of experience in financial services or investment management
- Demonstrated success managing client relationships, ideally within asset management
- Familiarity with private funds and alternative investment structures
- Proven ability to manage multiple priorities independently in a fast-paced environment
The Skills You Bring
- At least three years of experience in product management, distribution, or client engagement, particularly with private clients and their advisors
- Knowledge of or strong interest in tax-efficient investment strategies along with a willingness to gain an understanding of all aspects of an exchange fund
- Ability to quickly develop deep expertise across the structure, tax and investment aspects of an exchange fund and translate the concepts into clear, client-friendly messaging
- Strong presentation and communication skills, with experience across one-on-one meetings, group settings, and conferences
- Highly detail-oriented with strong execution and follow-through
- Consultative, relationship-driven mindset with a focus on client outcomes
- Strategic mindset with the ability to help shape and scale the support models as the exchange fund business grows
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.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Category:Product ManagementSkills Required
- Bachelor’s degree
- MBA or advanced degree
- Series 7 and Series 63 licenses, or ability to obtain them
- 5+ years of experience in financial services or investment management
- Demonstrated success managing client relationships, ideally in asset management
- Familiarity with private funds and alternative investment structures
- Ability to manage multiple priorities independently in a fast-paced environment
- At least three years of experience in product management, distribution, or client engagement with private clients and advisors
- Knowledge of or strong interest in tax-efficient investment strategies
- Ability to develop expertise in exchange fund structure, tax, and investment aspects
- Strong presentation and communication skills across individual meetings, groups, and conferences
- Strong attention to detail, execution, and follow-through
- Consultative, relationship-driven mindset focused on client outcomes
- Strategic mindset and ability to help scale business support models
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
