Job Description

The Role

The Director, Investment Product will be responsible for product development, management, strategy, and advocacy for Fidelity’s direct private equity investment products with the goal of developing a strategy to retain and grow assets under management. The Director will partner with the investment teams to understand and articulate product design, investment approaches and positioning across the products. Likewise, the Director will work cross functionally, including with the investment team, distribution channel partners, marketing, product governance, legal, compliance, and others, to ensure that the product lines continue to meet evolving customer needs through innovation, product development and pricing.

The Role you will play

• Providing subject matter expertise on multiple equity investment products.
• Representing the product design, philosophy, process, resources, and results to internal and external clients
• Creating and enhancing investment content for product positioning in collaboration with both the investment and marketing teams.
• Researching and identifying product development opportunities and subsequently developing business cases to support promising new product initiatives.
• Identifying opportunities to reposition or enhance existing products or underlying investments to improve longer-term marketability.
• Contributing to the long-term strategic product plan to capitalize on emerging trends and themes in collaboration with the broader product team.
• Demonstrating leadership to propose and drive various cross-team projects.

The Expertise And Skills You bring

7+ years of experience working in the financial services industry.

Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.

Knowledge of and interest in investments with equity experience a plus
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.

The Team

The Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.

The base salary range for this position is $110,000-$222,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Product Management