As a member of the Core Brokerage Products team in Fidelity Institutional Investment and Technology Solutions (FIITS), you will play a key role in managing our market data & investment research services, a prominent part of our Wealthscape advisor platform. You will contribute your product management activities and analysis to ensure a strong offering to our clients: registered investment advisors, correspondent broker-dealers, family offices, and other financial intermediaries.
The Expertise We're Looking For
Bachelors or equivalent with 5 years of experience, or Masters with 3 years of experience at a financial services firm or service provider to the industry.
Exposure to project management
Strong understanding of the registered investment advisor or broker/dealer marketplace is a plus
Prior experience with market data terminal services and/or investment research is a plus
Series 7 & 63 required (pass within 90 days)
The Purpose of Your Role
You will assist in building, maintaining, and supporting the suite of market data and investment research tools that our professional clients use to aid investment decision-making in their customer portfolios. You'll be involved in deploying our products to clients, executing projects in support of our broader strategy, and assisting in overall product management responsibilities for our product set. You'll interact with others inside and outside Fidelity in the course of your product management activities including suppliers, technology, sales and relationship managers, finance, legal, and most importantly the clients across our clearing and custody businesses.
The Skills You Bring
You bring a focus on meeting the needs of clients, coupled with an ownership mentality
You have strong analytical and problem-solving skills
You have solid communications skills, both written and verbal
You balance the priorities of simultaneous projects, and know when to ask for help
You build strong collaborative relationships with business partners and coworkers
The Value You Deliver
Maintaining smooth-running market data & investment research capabilities in our Wealthscape and Wealthscape Investor client portals, including introduction of new capabilities
Supporting business partner inquiries on our products and handling client escalations
Managing supplier relationships and supplier performance; monitoring supplier contracts
Staying abreast of the competitive landscape for our services and relevant industry developments
Understanding and articulating our product's value proposition to clients, prospects, and internal partners
Developing an understanding of "how things work" from a technical perspective to speed troubleshooting and better support clients
How Your Work Impacts the Organization
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 8 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.
Fidelity Institutional Investment & Technology Solutions integrates market-leading products, solutions, and technology with an aim of transforming the advice and financial solutions delivery model to empower investors, advisors, and institutions to reach successful outcomes. We believe every investor deserves frictionless access to affordable and personalized advice that will enable them to achieve financial wellness and better futures.
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. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.