Apply on Employer Site

Fidelity Investments · 4 days ago

SMA Product Development

Boston, MA

Full-time

Hybrid

Director/Executive

$110K/yr - $222K/yr

7+ years exp

Fidelity Investments is seeking a Director of Separately Managed Account Product Development to join their Investment Product Group. In this role, you will be responsible for product strategy, development, management, and advocacy for Fidelity’s SMA asset management capabilities, collaborating with investment teams and distribution channels to enhance product offerings.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes

Understand product design, investment philosophy, process, resources, and results

Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing

Research product development opportunities and help develop business cases to support new product initiatives

Support opportunities to reposition or enhance existing products to improve longer-term marketability

Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account

Research the competition to generate product ideas and sales tactics

Qualification

Financial services experienceSMA experienceCFAMBAProduct managementSeries 7 licenseSeries 63 licenseStrategic problem solvingMulti-taskingEffective communicationTeam collaboration

Required

7+ years of financial services experience

Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds

Knowledge of and interest in investments with SMA experience highly preferred

Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets

Strong educational credentials: CFA, MBA or equivalent graduate degree preferred

Series 7 & 63 licenses (can be obtained while in role)

Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment

Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles

Highly effective communicator with excellent writing, presentation, and interpersonal skills

Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results

Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment