Vice President, Direct Indexing

Job Description:

The Role

As a Vice President Direct Indexing, you will be the primary specialist supporting Fidelity Institutional Relationship Managers and Regional Directors in the distribution of Fidelity's Direct Indexing solutions to clients. Ideal candidates will have experience with breaking down sophisticated product features into clear and concise stories to communicate to clients.

This position requires the ability to collaborate across various cross functional areas including product, marketing, and distribution leads. In this role you will act as a liaison between Fidelity clients and our product team, collecting client feedback and ideas to influence Fidelity's product roadmap.

The Expertise and Skills You Bring

• Demonstrates strong investment competence and communication skills

• Able to interact well with both external clients (advisors, shareholders, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)

• Serve as a voice of the client for ongoing product development and execution

• Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.

• Series 7 & 63 licenses required (pass within 90 days)

• 10+ years of financial services experience

• Excellent written and verbal communication skills

• You build and maintain relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach

• Ability to multitask, prioritize, problem solve and make decisions

• You possess strong business/technical knowledge of products offered in the wealth management and asset management space

• Experience with tax managed equities or separately managed accounts

The Team

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity's broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation.

We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!

Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.

We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process.

Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.