Vice President, Investment Strategist- Retirement Services at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

Strong preference for CFA charter-holder; MBA a plus
Minimum of ten years of investment consulting/HNW/institutional advisory experience preferred
Proven track record and desire to identify and establish links with clients’ investment decision makers
Detailed knowledge of mutual funds and other investment vehicles typically used by defined contribution plans or institutional investors
Excellent understanding of the economy, financial markets, and their drivers
Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of the funds
Ability to establish and build relationships and be seen as a go-to person for clients’ retirement investment needs
Excellent presentation skills and presence
Series 07 - FINRA certification
Series 66 - FINRA certification
Reside in the Northeast region of the U.S. (e.g., MA, CT, ME, RI, VT, NH, NY, or regional sites in Smithfield, RI or Merrimack, NH)

Responsibilities

Work with Fidelity’s defined contribution clients to build and maintain plan investment lineups that meet plan sponsor requirements and help plan participants reach desired retirement outcomes
Interface with clients’ investment committees, including officers in Treasury, Finance (including CFOs), Legal, HR, and Corporate functions, as well as third-party advisors and consultants
Effectively communicate investment topics and trends to help plan sponsors make informed decisions about their retirement plan investments
Build influential relationships with senior-level employees of clients and influence decisions
Use background in 401(k) plan menu design to become a trusted resource
Position Fidelity’s products and services with clients
Help solidify overall relationships with clients and be seen as a key member of the service team
Focus on clients in the East region of the U.S. (with flexibility on location within the Northeast region)

Skills

Key technologies and capabilities for this role

CFAMBAInvestment ConsultingInstitutional AdvisoryMutual FundsDefined Contribution PlansFinancial MarketsAsset ClassesEquity StylesRelationship BuildingPresentation Skills

Questions & Answers

Common questions about this position

What is the location or remote policy for this role?

The role focuses on clients in the East region of the U.S. with flexibility on location as long as the associate resides in the Northeast region; associates may be located in Smithfield, RI or Merrimack, NH regional sites or remote in MA, CT, ME, RI, VT, NH or NY.

What qualifications and expertise are required for this position?

Strong preference for CFA charter-holder with MBA a plus, minimum of ten years of investment consulting/HNW/institutional advisory experience preferred, and a proven track record in linking with clients’ investment decision makers.

What key skills are needed to succeed in this role?

Candidates need detailed knowledge of mutual funds and investment vehicles for defined contribution plans, excellent understanding of the economy and financial markets, ability to explain asset class interactions, strong relationship-building skills, and excellent presentation skills.

What is the team structure and culture like?

The role is part of the Investment Strategist Organization, a group of 30+ professionals dedicated to providing the best advice and investment expertise to retirement plan sponsors, setting the standard for integrity and excellence, and acting in clients’ best interests.

What makes a strong candidate for this Vice President role?

A strong candidate has a CFA charter, 10+ years of investment consulting experience, proven relationship-building with senior decision-makers, deep knowledge of retirement plan investments, and excellent presentation skills to influence client decisions.

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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