Job Description:

The Role

As part of the Separate Account Network (SAN) product team within the SAN & WAS Product Area, you will be part of a team developing, enhancing, and providing ongoing management of Fidelity Institutional's (FI) 3rd-party Separately Managed Account program. Responsibilities will include product strategy, program execution, data analysis and reporting, and product enhancement rollout and support for FI’s Custody clients using the platform and for 3rd party Separate Account Managers providing strategies on the platform.

The Expertise and Skills You Bring

5+ years of proven experience in the financial services industry, ideally with experience supporting investment products for intermediaries, including Separate Accounts

Strong background and interest in product management practices

Understanding of the financial intermediary marketplace specifically with registered representatives, advisors, and broker dealer home office personnel

Strong analytical abilities, and knowledge of investment products, financial markets, and securities

Experience with developing and managing product strategy and product roadmaps

Highly collaborative working style and comfort navigating a cross-functional environment

Strong influencing skills, with the ability to advocate for your product area while maintaining productive long-term working relationships

Ability to translate client and partner needs into relevant requirements to deliver the best possible solutions

Experience tracking industry and competitive trends, including regulatory changes relevant to the product area

Ability to present effectively to external clients, internal partners, and senior leaders

Strong written and verbal presentation abilities, with experience developing compelling executive presentations

Ability to lead internal and external communications and training

Experience finding opportunities and driving improvement in workflow efficiencies across processes

Series 7 preferred or to be acquired within one year

Note: Fidelity will not provide immigration sponsorship for this position

The Team

We are a Product Area that partners and works closely with members of other FI Domains, Client Experience, Relationship Management, FI clients, and 3rd party asset managers to understand marketplace needs that will help prioritize product requirements and development plans. We work with business partners across Fidelity (including Fidelity Capital Markets, FI Platform Technology, Client Experience, Operations & Services Group, Legal, Compliance and Risk) to ensure products are developed and managed effectively.

Certifications:Series 07 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.