SMA Product Development
About The Position
The Investment Product Group currently has an open role for a Director of Separately Managed Account Product Development. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s SMA asset management capabilities. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings. Over time, you will contribute to all parts of the product lifecycle including supporting existing products in market. Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes Understand product design, investment philosophy, process, resources, and results. Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing. Research product development opportunities and help develop business cases to support new product initiatives. Support opportunities to reposition or enhance existing products to improve longer-term marketability. Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account. Research the competition to generate product ideas and sales tactics.
Requirements
- 7+ years of financial services experience
- Knowledge of and interest in investments with SMA experience highly preferred
- Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.
- Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.
- Series 7 & 63 licenses (can be obtained while in role).
- Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.
- Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.
- Highly effective communicator with excellent writing, presentation, and interpersonal skills.
- Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.
- Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
Responsibilities
- Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes
- Understand product design, investment philosophy, process, resources, and results.
- Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing.
- Research product development opportunities and help develop business cases to support new product initiatives.
- Support opportunities to reposition or enhance existing products to improve longer-term marketability.
- Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account.
- Research the competition to generate product ideas and sales tactics.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
