The Role
The FI Organization is seeking a Director, ETF Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s ETF market share within the advisor-sold channel. To do so, you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for ETF investments across multiple structures and assets. You will coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver these relevant insights to our clients. The team supports all channels including broker-dealer, RIA, banking, and insurance.
The Expertise and Skills You Bring
Bachelor's degree required.
CFA preferred.
10+ years of investment product, sales, or equivalent experience.
Series 7 and 63 licenses required.
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications.
Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership, and marketing materials.
Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities.
Ability to build internal partnerships and relationships in a team environment.
Maintains excellent communication, presentation, and interpersonal skills.
Excellent project management, time management, and organizational skills.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Series 07 - FINRA, Series 63 - FINRA
Investment Operations
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
