Job Description:
The Role
As part of the Separate Account Network (SAN) product team within the SAN & WAS Product Area, you will be part of a team developing, enhancing, and providing ongoing management of Fidelity Institutional's (FI) 3rd-party Separately Managed Account program. Responsibilities will include product strategy, program execution, data analysis and reporting, and product enhancement rollout and support for FI’s Custody clients using the platform and for 3rd party Separate Account Managers providing strategies on the platform.
The Expertise and Skills You Bring
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5+ years of proven experience in the financial services industry, ideally with experience supporting investment products for intermediaries, including Separate Accounts
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Strong background and interest in product management practices
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Understanding of the financial intermediary marketplace specifically with registered representatives, advisors, and broker dealer home office personnel
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Strong analytical abilities, and knowledge of investment products, financial markets, and securities
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Experience with developing and managing product strategy and product roadmaps
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Highly collaborative working style and comfort navigating a cross-functional environment
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Strong influencing skills, with the ability to advocate for your product area while maintaining productive long-term working relationships
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Ability to translate client and partner needs into relevant requirements to deliver the best possible solutions
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Experience tracking industry and competitive trends, including regulatory changes relevant to the product area
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Ability to present effectively to external clients, internal partners, and senior leaders
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Strong written and verbal presentation abilities, with experience developing compelling executive presentations
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Ability to lead internal and external communications and training
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Experience finding opportunities and driving improvement in workflow efficiencies across processes
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Series 7 preferred or to be acquired within one year
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Note: Fidelity will not provide immigration sponsorship for this position
The Team
We are a Product Area that partners and works closely with members of other FI Domains, Client Experience, Relationship Management, FI clients, and 3rd party asset managers to understand marketplace needs that will help prioritize product requirements and development plans. We work with business partners across Fidelity (including Fidelity Capital Markets, FI Platform Technology, Client Experience, Operations & Services Group, Legal, Compliance and Risk) to ensure products are developed and managed effectively.
Certifications:Series 07 - 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.
