Senior Manager, Advisor Oversight

Fidelity Investments • Boston, MA

2d • $85,000 - $171,000

About The Position

The Strategic Advisers Advisor Oversight Team conducts due diligence, onboarding, and ongoing oversight of third-party providers, primarily for Strategic Advisers Mutual Funds and Separately Managed Account Programs, as well as other Fidelity Asset Management offerings. The team provides risk and oversight guidance for product initiatives and supports the growth of Strategic Advisers, Asset Management, and distribution channels through sub-advised funds and separately managed accounts.

The role supports initial due diligence, prepares Board reporting for candidate presentations, quarterly reviews, and annual contract renewals, and manages relationships with third-party providers. It also supports implementation activities with internal and external partners, coordinates oversight materials for quarterly Steering Committee and Board meetings, and contributes to multi-program initiatives to align due diligence and oversight processes. The role supports the investment team and helps safeguard Fidelity’s reputation with its Board of Trustees and shareholders. Oversight activities also include brokerage reporting.

Requirements

• At least 6 years of work experience.
• Bachelor’s degree required.
• Strong attention to detail and analytical, organizational, communication, and problem-solving skills.
• Ability to support initiatives and issues through to completion.
• Strong relationship management and communication skills.
• Ability to identify, prioritize, and address multiple issues simultaneously and respond quickly to changing priorities.
• Sound judgment about when to escalate issues and concerns.
• High level of personal integrity and professionalism.
• Experience working collaboratively with firm-wide teams.

Nice To Haves

• Background in financial services, compliance, operations, or relationship management.

Responsibilities

• Support aspects of initial due diligence for third-party providers.
• Prepare Board reporting for initial candidate presentations, quarterly reporting, and annual contract renewals.
• Manage relationships with third-party providers through periodic and ad hoc engagements.
• Support internal and external partners on implementation activities.
• Coordinate oversight materials for quarterly Steering Committee and Board meetings.
• Support multi-program initiatives, including alignment of due diligence and oversight processes across the team’s engagements.
• Maintain relationships within Strategic Advisers, with internal cross-company business partners, and with external partners at management and working-team levels.
• Conduct oversight activities including quarterly reviews, annual contract renewals, and brokerage reporting.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior