Director, Institutional Market Enablement at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Bachelor’s Degree – Required, MBA – Preferred
Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing
General knowledge of institutional product line and vehicle types is preferred
Basic understanding of the different business units within a large financial services institution such as Fidelity
Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
Track record of success managing cross functional projects or initiatives
Strong communication, interpersonal and analytical skills
Learning mindset; positive approach to experimentation and failure
Critical thinking and strong initiative
Dedicated attention to detail and organization
Strong PowerPoint and Excel skills
Series 7 and 63 preferred (required within 90 days of hire)

Responsibilities

Work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups
Implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives
Support the effective identification and implementation of key organizational initiatives
Influence strategic planning and implementation processes in support of business goals
Provide valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners
Collaborate with business partners to drive requirements for business initiatives
Remove obstacles on behalf of the sales and relationship teams
Drive alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning & Development team members

Skills

Key technologies and capabilities for this role

Project ManagementProgram ManagementData AnalysisFinanceMarketingPowerPointExcelLeadershipStrategic PlanningCross-functional CollaborationCommunicationAnalytical SkillsSeries 7Series 63

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

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 certifications are required for this position?

Series 7 and 63 are preferred and required within 90 days of hire.

What education and experience are needed for this role?

A Bachelor’s Degree is required, with an MBA preferred. Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing is needed.

What is the team structure and culture like?

The Institutional Market Enablement team collaborates across Institutional Sales, Relationship Management, Consultant Relations, and functional groups like Asset Management. The role involves influencing strategic planning, driving business initiatives, and working in a matrix-managed environment with a focus on leadership, collaboration, and cross-functional projects.

What skills make a strong candidate for this position?

Strong candidates have a track record of managing cross-functional projects, excellent communication, interpersonal and analytical skills, critical thinking, a learning mindset, and proficiency in PowerPoint and Excel.

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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