Director, Investment Consultant-Fidelity Managed Account Xchange
We are looking for an innovative investor who is passionate about partnering with financial advisors to build better portfolios. Do you have experience as an analyst in a wealth management office or specialize in equity, fixed income, research, macro, or multi-asset analysis in an asset management shop? Or, are you part of a portfolio construction team? The Investment Consultant is responsible for providing sales support to our intermediary clients (Banks, Broker/Dealers, RIAs, and Family Offices) which utilize our new Fidelity Managed Account platform (FMAX). This role will be responsible for having expertise in the investment offerings we make available, our due diligence and research capabilities, the platform technology itself and for supporting our intermediary clients in developing HNW investment proposals leveraging our managed account platform investment suite.
As fee-based advisory services become the dominant financial services business model, Fidelity Institutional is expanding our offering suite and launching a dedicated Investment Advisor and Managed Account Platform to support the needs of our intermediary clients (Banks, Broker/Dealers, RIAs and Family Offices). The Investment Consultant role reports into the head of Fidelity Institutional's Portfolio Construction Group. The Investment Consultant will be a pivotal contributor to the success of the launch and adoption of our new managed account platform and will work closely with our external and internal product consulting associates in supporting intermediary driven sales. The role will also work closely with the product management organization and supporting the new FI Investment Advisor as well as other business partners.
The Expertise You Have
Bachelor's degree required. MBA preferred.
CFA and/or CFP preferred
Series 7, 63, 65/66 required or obtained within 90 days of hire
Three years or more institutional investment consulting experience preferred
Experience with variety of asset management product delivery formats (e.g. SMAs, Model Portfolios, Mutual Funds, ETFs, etc.) preferred
Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
The Skills You Bring
You have the expertise, confidence and skill to build compelling client specific portfolio recommendations from universe of available investment products
You are obsessed with delivering outstanding client experience to our financial intermediary client base
You have superior presentation skills, ability to speak substantively on manager selection, due diligence, portfolio construction and deliver your impactful recommendations
You are self-starter, independently oriented and are thrilled by prospect of working on critical initiatives (our new Investment Advisor and managed account platform) and welcome working in fast pace, client focused environment which requires a resourcefulness approach
You are passionate about capital markets, investment management, manager research, portfolio construction, and delivering outstanding investment consulting to financial intermediaries
The Value You Deliver
You will help build out the Investment Consulting function for new Fidelity Managed Account Platform and will be providing critical support for new Fidelity Institutional Wealth Advisor (FIWA), an RIA supporting our intermediary clients
You will be the dedicated subject matter expert on all investment related components and offerings available on the Fidelity Managed Account Exchange (FMAX) and responsible for providing comprehensive representation of investment offerings to internal partners and our intermediary clients
You will be coordinating with broader Fidelity Managed Account Exchange (FMAX) Distribution team to identify and engage our intermediary partners and assist them in creating and delivering impactful portfolio recommendations to their customers
You will be supporting new intermediary oriented Fidelity Investment Wealth Advisor (FIWA) in development, implementation, and oversight of investment services provided by business partners and 3rd party due diligence provider
Open to hiring in Northeast
Certified Financial Planner (CFP) - Issuing Authority, Chartered Financial Analyst (CFA) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.