[Remote] Director Model Portfolios at Fidelity Investments

Georgia, Vermont, 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, Investment ManagementIndustries

Requirements

Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience

Responsibilities

Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space

Skills

Key technologies and capabilities for this role

Sales ExecutionAdvisor EngagementClient GrowthProduct ExpertiseTerritory ManagementWholesaler CollaborationStrategic PartnershipsSeries 7Series 63Financial ServicesModel PortfoliosInvestment Philosophy

Questions & Answers

Common questions about this position

What licenses are required for this role?

Series 7 and Series 63 licenses are required, with the expectation to pass within 90 days if not already held.

What is the work arrangement for this position?

Most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, Monday-Friday) in a Fidelity office.

What experience is needed for the Director Model Portfolios role?

Candidates need 10+ years of financial services experience, along with a Bachelor's degree required and MBA, CFA, or equivalent graduate degree as a plus.

What is the team culture like at Fidelity Institutional?

The team is dedicated to the intermediary and institutional marketplace, passionate about client satisfaction, listening to clients, and driving revenue and profitability through purposeful responses.

What makes a strong candidate for this position?

Strong candidates will have 10+ years of financial services experience, Series 7 & 63 licenses, a Bachelor's degree (MBA/CFA a plus), and skills in sales execution, advisor engagement, territory management, and product expertise.

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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