VP, FIWA Investment Services Lead at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree in Finance, Business, or a related field; MBA or CFA preferred
10+ years of experience in investment operations, preferably within an RIA or asset management firm
Strong understanding of model portfolio management, trading systems, and regulatory requirements
FINRA Series 7, 63, and 24 licenses (or the ability to acquire within a specified timeframe)
Proven leadership and strong project management skills
Outstanding communication, critical thinking, and collaborator management capabilities

Responsibilities

Develop the vision and path for FIWA Investment Services, ensuring operational capacities align with changing needs of research and portfolio management teams
Lead the buildout of scalable, technology-enabled processes supporting investment execution, data integrity, and research distribution
Serve as the primary operational spokesperson in cross-functional dialogues, supporting operational requisites of FIWA’s investment setup
Lead and mentor a team of directors, fostering a culture of accountability, innovation, and excellence
Define team structure, roles, and career paths to support organizational growth and talent development
Promote teamwork and knowledge sharing across the Investment Services team and broader FIWA organization
Coordinate production workflows supporting non-discretionary portfolio management, model rebalances, manager research, and investment IP distribution
Ensure quality control, reasonability checks, and documentation standards are embedded across all operational processes
Drive continuous improvement initiatives to enhance efficiency, reduce risk, and improve service delivery
Partner with technology teams to define and implement investment infrastructure, including data platforms, portfolio tools, and automation capabilities
Lead the prioritization of platform improvements and ensure alignment with FIWA’s strategic objectives
Foster collaboration with internal partners across Portfolio Management, Research, Compliance, Technology, and Operations
Represent FIWA in interactions with external collaborators, such as discretionary managers and data providers
Champion FIWA’s operational requirements throughout the wider Fidelity organization

Skills

Key technologies and capabilities for this role

Investment OperationsRegulatory ComplianceWorkflow OptimizationTeam LeadershipStrategic PlanningPortfolio ManagementAsset AllocationData IntegrityTechnology ImplementationProcess ImprovementQuality ControlRisk ManagementManager ResearchInvestment PlatformsScalable Processes

Questions & Answers

Common questions about this position

What qualifications and experience are required for the VP, FIWA Investment Services Lead role?

A Bachelor’s degree in Finance, Business, or a related field is required, with MBA or CFA preferred. Candidates need 10+ years of experience in investment operations, preferably in an RIA or asset management firm, along with FINRA Series 7, 63, and 24 licenses (or ability to acquire them). Strong understanding of model portfolio management, trading systems, and regulatory requirements is essential.

What leadership responsibilities does this role involve?

The role includes leading and mentoring a team of directors, defining team structure and career paths, and promoting a culture of accountability, innovation, excellence, teamwork, and knowledge sharing.

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

This information is not specified in the job description.

What is the salary or compensation for this VP role?

This information is not specified in the job description.

What skills make a strong candidate for this position?

Proven leadership, strong project management skills, outstanding communication, critical thinking, and collaborator management skills are key, along with expertise in investment operations and regulatory compliance.

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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