Fidelity Bank · 23 hours ago
Manager, Investment Product
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $153K/yr
2+ years expFidelity Bank is seeking an Investment Product Manager to work on various projects related to product strategy, development, and management. The role involves collaborating with investment teams and distribution channels to support Fidelity's investment product offerings throughout the product lifecycle.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
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
Required
2+ years of financial services experience
You have a demonstrated knowledge of, and interest in, investments
You have an understanding of Fidelity's distribution channels and market trends
You are a critical thinker and problem solver
You are comfortable working with and summarizing data with a high level of attention to detail and accuracy
You are an experienced user of Microsoft Office products (Excel, PowerPoint)
You are a highly effective communicator with excellent writing, presentation and interpersonal skills
You have the ability to successfully work in teams, with an eagerness to take initiative, and are able to navigate a complex environment with multiple stakeholders
You have demonstrated experience as a contributing member of an impactful team
You are a self-starter with high energy to help move the business forward
Preferred
Progress towards or interest in pursuing the CFA charter encouraged, but not required
A working knowledge of third-party investment analytical tools would be helpful (Morningstar Direct, Bloomberg, and eVestment Alliance), but not required
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase