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Fidelity Bank · 14 hours ago

Director, Investment Strategist

UT Work From Home

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $222K/yr

5+ years exp

Fidelity Bank is seeking a Director, Investment Strategist to provide investment-related support and education for Fidelity Workplace Investing clients and advisors. The role involves enhancing client relationships, conducting investment reviews, and staying current on compliance requirements while working closely with a team of professionals in investment consulting.

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Responsibilities

The Investment Strategist will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors but particularly with focus on the client’s investment decision makers. Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a finals presentation

He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group

The Investment Strategist is responsible for servicing the investment needs of a pooled group of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship

Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up

The role requires a high volume of client interaction almost exclusively by video with the potential for limited face to face interactions

The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role. The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment

Qualification

CFAInvestment ConsultingMutual Funds KnowledgeMBAAsset Allocation MethodologyOrganizational EfficiencyTechnology AptitudeCompliance KnowledgeEconomic UnderstandingPresentation SkillsCommunication SkillsTeam PlayerRelationship Building

Required

CFA/CFP and/or MBA strongly preferred

Minimum of 5 years investment consulting or related experience

Ability and desire to identify and build relationships with client investment decision-makers

Detailed understanding of mutual funds and other investment vehicles, including various non-mutual fund investment vehicles that are commonly found in institutional retirement plans

Excellent understanding of the economy and its drivers

Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process

Excellent understanding of retirement plan investment menu design

Strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment

Travel: 0-25% travel required