Senior Manager, FFIO Global Product Solutions at Fidelity Investments

Westlake, Texas, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
NoVisa
Financial Services, Asset ManagementIndustries

Requirements

  • Bachelor’s degree or equivalent
  • Experience in fund operations in one or more areas: accounting, valuation, custody
  • Broad understanding of investment products, including pricing, structures, regulatory frameworks, and distribution
  • Familiarity with portfolio transition management, security settlements, and foreign markets
  • Strong written and verbal communication skills
  • Some evening and weekend availability

Responsibilities

  • Support asset management, investment products, and distribution channels through execution of portfolio launches, retirement plan conversions, mergers and liquidations, and product structure changes
  • Coordinate with internal teams and third-party partners to ensure timely and accurate delivery of operational components related to fund events
  • Collaborate across front-, middle-, and back-office functions
  • Enhance the customer experience

Skills

Key technologies and capabilities for this role

fund operationsaccountingvaluationcustodyinvestment productspricingregulatory frameworksdistributionportfolio transition managementsecurity settlementsforeign markets

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 skills and experience are required for this position?

A Bachelor’s degree or equivalent is required, along with experience in fund operations in areas like accounting, valuation, or custody. Candidates need a broad understanding of investment products including pricing, structures, regulatory frameworks, and distribution, familiarity with portfolio transition management, security settlements, and foreign markets, plus strong written and verbal communication skills.

What is the company culture like for this team?

The team fosters a culture of quality and agility, prioritizing progress over perfection when launching new investment capabilities. They view operational and investment challenges as opportunities to innovate and take pride in executing client onboarding and transition strategies that reduce portfolio disruption and transaction costs while elevating the customer experience.

What salary or compensation information is provided?

This information is not specified in the job description.

What makes a strong candidate for this Senior Manager role?

Strong candidates will have a Bachelor’s degree, direct experience in fund operations such as accounting, valuation, or custody, deep knowledge of investment products and regulatory frameworks, expertise in portfolio transitions and foreign markets, and excellent communication skills.

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.

Land your dream remote job 3x faster with AI