VP, FIWA Investment Services Lead

Fidelity • Boston, MA

2d • $125,000 - $258,000 • Hybrid

About The Position

The Vice President of Investment Services will lead and be responsible for the operational infrastructure of the in-house RIA (i.e., FIWA), ensuring seamless delivery of investment services to internal stakeholders and clients. This role is responsible for leading day-to-day operations, optimizing workflows, enhancing service delivery, and ensuring regulatory compliance across all investment platforms. The VP will serve as a strategic partner to portfolio management, manager research, asset allocation, governance, and product teams. Within this role, you will enhance FIWA’s operational capacities to support top-tier investment results. You will establish and guide a high-impact team that stimulates innovation and operational prowess. It is imperative to ensure that FIWA’s investment infrastructure is robust, scalable, and aligned with our strategic aims. Additionally, you will promote a culture of clarity, collaboration, and ongoing enhancement to accomplish detailed delivery of investment services.

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

Nice To Haves

• MBA or CFA preferred

Responsibilities

• Strategic Leadership & Oversight: Develop the vision and path for FIWA Investment Services, making certain that operational capacities are aligned with the changing needs of research and portfolio management teams
• Lead the buildout of scalable, technology-enabled processes that support investment execution, data integrity, and research distribution
• Fulfill the role of the primary operational spokesperson in cross-functional dialogues, supporting the operational requisites of FIWA’s investment setup
• Team Management & Development: Leading and mentoring a team of directors, encouraging a culture of accountability, innovation, and excellence
• Defining team structure, roles, and career paths to support organizational growth and talent development
• Promoting teamwork and knowledge sharing across the Investment Services team and the broader FIWA organization
• Operational Excellence: 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
• Technology & Infrastructure: 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
• Stakeholder Engagement: 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 5,001-10,000 employees