Consultant, Separately Managed Accounts at Fidelity Investments

Durham, North Carolina, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Wealth ManagementIndustries

Requirements

Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience
Knowledge of Fidelity Wealth Management offering, Wealth Solutions, and experience with Managed Accounts is preferred
Excellent communication and project management abilities
Experience identifying, owning, working with data to analyze, find opportunities, drive fact-based decision making, and measure results
Proficiency in an Agile way of working with experience collaborating and translating business requirements into action for designers and developers, including business acceptance testing, validation exercises, and release management
Builds credibility and trust with diverse partners across varied business groups and understands how to influence without authority
Intellectual curiosity, with a continuous improvement approach, and models a culture of learning and coaching
Ability to balance business, operational, and technology needs with regulatory and audit requirements, collaborating and gaining agreement with Legal, Risk, and Compliance (LRC) as well as Audit (internal and external)
MBA, CFP or other related licenses or designations a plus

Responsibilities

Act as a proactive collaborator who is digitally innovative and a problem solver to elevate wealth planning applications
Improve applications for Fidelity Wealth customers as a passionate teammate dedicated to Wealth offerings

Skills

Key technologies and capabilities for this role

AgileProject ManagementData AnalysisBusiness RequirementsRelease ManagementWealth ManagementManaged AccountsFinancial Services

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What skills and experience are required for this role?

Candidates need a Bachelor’s degree with 8+ years of work experience including 4+ years in financial services, proficiency in Agile methodologies, excellent communication and project management skills, and experience analyzing data to drive decisions. Knowledge of Fidelity Wealth Management, Wealth Solutions, and Managed Accounts is preferred, along with the ability to collaborate across teams and balance business needs with regulatory requirements.

What is the team structure like for this position?

The Wealth SMA (Separately Managed Accounts) & Entity Profiling squad is a multi-functional group with product management, product delivery, content development, and platform expertise, emphasizing high collaboration with partners across Wealth Solutions, Investment Advisor Group, and others.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this consultant role?

A strong candidate is a proactive collaborator with intellectual curiosity, Agile proficiency, data analysis skills, and experience in financial services, particularly Fidelity Wealth offerings. They excel in communication, project management, influencing without authority, and balancing business needs with regulatory compliance, with an MBA, CFP, or related designations as a plus.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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