VP, Investment Services - Group Manager

Fidelity Investments • Boston, MA

2d • $130,000 - $264,000

About The Position

This position delivers comprehensive investment consulting support to Workplace Investing retirement plan clients and leads a team of 10–15 Investment Strategists. The role provides strategic direction and oversight to ensure high-quality investment expertise, client support, asset growth, and collaboration with Asset Management and Institutional business partners.

The position is accountable for people leadership, including talent development, performance management, coaching, training, succession planning, compensation decisions, and building a high-performing team culture. The leader partners with associates on assets under management retention and growth, investment reviews, and advisor and consultant engagement, while remaining actively involved in client-facing activities and investment presentations.

The role also requires deep investment acumen and ongoing professional development through engagement with portfolio managers, industry research, and market insights. It partners with Managing Directors, Account Executives, Investment Analysts, and product teams to understand client needs, support sales opportunities, develop investment solutions, and deliver a consistent, high-quality client experience. The team collaborates across product, distribution, sales, and investment functions on asset management product launches, thought leadership, FundsNetwork and FIAM product strategies, and broader business growth objectives.

Requirements

• Bachelor’s degree required.
• 15 or more years of experience in the financial services industry.
• Thorough understanding of the financial services industry, financial markets, and competitive landscape.
• Prior leadership experience, including developing talent, coaching teams, leading through change, and delivering results in a highly matrixed environment.
• Series 7 and Series 63 required.
• Series 24 must be obtained within the first 90 days in the position.
• Exceptional communication, presentation, and relationship management skills, with executive presence and credibility to engage and influence senior leaders, boards, and key stakeholders.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and responsiveness.
• Strong strategic and creative thinking, including the ability to translate complex business, investment, and industry topics into clear recommendations and client-facing solutions.
• Deep knowledge of retirement and investment products, including proprietary and non-proprietary offerings, and understanding of industry trends, market dynamics, business economics, and the regulatory environment.
• Ability to influence outcomes through a consultative approach, sound judgment, diplomacy, collaboration, and leadership.
• Ability to work across organizational levels, build trusted partnerships, navigate complex situations, and drive alignment among diverse stakeholders.

Nice To Haves

• MBA or other advanced degree.

Responsibilities

• Deliver comprehensive investment consulting support to Workplace Investing retirement plan clients.
• Lead, coach, and provide strategic direction to a team of 10–15 Investment Strategists.
• Oversee talent development, performance management, coaching, training, succession planning, and compensation decisions.
• Foster a high-performing team culture and support associates in retaining and growing assets under management.
• Support investment reviews and advisor and consultant engagement.
• Participate in client-facing activities and deliver investment presentations.
• Maintain investment expertise through engagement with portfolio managers, industry research, and market insights.
• Partner with Managing Directors, Account Executives, Investment Analysts, and product teams to understand client needs, support sales opportunities, and develop investment solutions.
• Collaborate with product, distribution, sales, and investment teams on product launches, thought leadership, FundsNetwork and FIAM product strategies, and business growth objectives.
• Build alignment and deliver a consistent, high-quality client experience across organizational partners.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources to develop your career.
• Depending on position and eligibility requirements, the offer package may include a bonus or other variable compensation.

What This Job Offers

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