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Director, Product Disclosure Policy and Regulatory Strategy

Company: National Black MBA Association
Location: Boston
Posted on: June 9, 2024

Job Description:

Job Description:The RoleThe Director of Product Disclosure Policy and Regulatory Strategy is responsible for establishing and administering guidelines for the dissemination of portfolio holdings information across Fidelity's retail and institutional product lines and will also play an integral role in establishing and maintaining Fidelity Fund Investment Operations (FFIO) regulatory readiness focused on emerging regulatory matters impacting our business.The Director will:

  • Be the primary day to day contact for holdings disclosure policy consultation and support, working with product teams and distribution channel partners to ensure external disclosure is compliant.
    • Lead the FMR, FIAM and FDS Executive Holdings Disclosure Policy Committee which evaluates holdings disclosure policy with a goal of serving a portfolio's best interest by striking appropriate balance between, providing information about the portfolio, and protecting the portfolio from potentially harmful disclosure.
      • Drive policy request intake, prioritization, socialization with key stakeholders, creation of proposals for approval consideration and implementation.
        • Be responsible for holdings disclosure policy training, awareness, and maintenance of the on-line reference guide and other key resources.
          • Be a driver of change in helping develop and maintain overall regulatory readiness efforts within FFIO related to emerging regulatory and standard setter rules.The Expertise and Skills You Bring
            • Bachelor's Degree or equivalent
            • 7+ years of experience preferred
            • Effective written and verbal communication
            • Investment product knowledge including investment structures, regulatory and compliance framework, and distribution
            • Continuous learner and strategic thinker who can communicate and collaborate across teams and the broader Fidelity organization
            • Strong relationship building, interpersonal and influencing skills to achieve alignment within teams
            • Understanding of fund investment operations data including reference, accounting, performance, risk measurement, and portfolio composition, characteristics, and attribution
            • Strong organizational skills and attention to detail, with a proven ability to manage multiple, concurrent high priority deliverables and deadlines
            • Transferable skills include project management, risk management, compliance and an interest to learnThe TeamWe are a small team that is part of the Fund Administration business unit within Fidelity Fund Investment Operations that collaborates with key stakeholders within Asset Management and across Fidelity to provide policy guidance and consultation. We strive to provide timely and accurate policy solutions, to promote Fidelity products and services, and provide consultation to business partners while achieving compliance with regulatory requirements.We foster a culture of diversity, inclusion, and quality; striving to embody Fidelity's leadership principles. Do you want to join a dynamic team that not only is helping to promote Fidelity's products, but also at the forefront of helping FFIO strategize about emerging regulatory and policy activity and its impact on operations?Certifications: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 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

Keywords: National Black MBA Association, Boston , Director, Product Disclosure Policy and Regulatory Strategy, Executive , Boston, Massachusetts

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