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Director, Product Management Model Portfolios

Company: Fidelity Investments
Location: Boston
Posted on: September 20, 2023

Job Description:

Job Description:The RoleDo you want an opportunity to join a dynamic team and play a pivotal role in the evolution of Fidelity s Model Portfolio business? \u00A0Do you have a strategic lens while also being able to focus on execution? Fidelity Institutional (FI) is seeking a Model Portfolios Product Manager to develop and lead FI s product offering across the wealth management industry. \u00A0\u00A0\u00A0\u00A0 \u00A0\u00A0\u00A0Model Portfolios provide Advisors the opportunity to increase scale and efficiency to their business; the opportunity to spend less time managing the money and more time growing their client relationships and their overall business. The Model Portfolio ecosystem is rich with complexity; capturing the needs of various advisor personas, the needs of various sponsor firms RIAs, BDs, Wires houses, and an evolving fintech/TAMP marketplace for distribution.FI has one of the industry s broadest suites of model portfolios and is a critical product offering for FI.\u00A0 \u00A0
As a Director, FI Model Portfolios product manager, you will lead the strategy and execution for FI s Model Portfolios offering.\u00A0 You will be tasked with ensuring our Model Portfolios continue to evolve with the investment needs of Advisors. You will be responsible for modernizing the investment experience for advisors, whether that be through Fidelity s own integrated platform experience, or how FI Models are supported on 3rd party fintech/TAMP platforms. You will work as part of a Product Management Team designed to increase usage of existing products, improve all aspects of the products and Advisor experience, and develop new and innovative solutions to satisfy the growing demand of our Advisors.In this role collaboration is key; you will need to coordinate with asset management to prioritize investment and technology roadmaps.\u00A0 You will partner across the organization to execute on strategic initiatives: operations, marketing, legal, compliance, finance.\u00A0 Additionally, you will work alongside our investment specialist teams, sales teams and relationship management organization to capture voice of client and drive roadmap and strategic initiatives for the model s business.\u00A0
The Expertise and Skills You Bring

  • 5-10 years of Investment Product; Managed Account Experience
  • Understanding of Fidelity s product capabilities including Model Portfolios, SMAs, UMAs,
  • Understanding of the operational complexity required to delivery model portfolios in the marketplace
  • Understanding of the TAMP and Fintech Marketplace
  • Experience in working directly with Intermediaries (BDs/RIAs) and can understands the customer needs
  • Has strong business and/or technical knowledge
  • Is experienced in Agile and has an Agile mindset
  • Has strong leadership, personal communication, and problem-solving skillsThe TeamThe mission of the model portfolios team is to continue to advance our institutional asset management best thinking to advisors in the intermediary marketplace.\u00A0 We are dedicated to the intermediary and institutional marketplace, broker dealers and financial advisors. We are a gateway to Fidelity s broad and deep institutional investment management products and. We are passionate about overall client satisfaction and participation in key initiatives aimed at retaining or gathering new assets are important components to the success of Fidelity Institutional Wealth Advisor (FIWA).\u00A0Certifications:Company OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We invite you to Find Your Fidelity at .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 Leave of Absence/Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Boston , Director, Product Management Model Portfolios, Executive , Boston, Massachusetts

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