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Director, Investment Consultant-FMAX

Company: Fidelity Investments
Location: Smithfield
Posted on: August 4, 2022

Job Description:

Job Description:We are looking for experienced investors who are easy to work with to help our financial advisor client build better portfolios. We prefer candidates who were analysts at our client advisory firms and/or analysts at asset management firms.The RoleThe Investment Consultant is responsible for providing sales support to our intermediary clients (Banks, Broker/Dealers, RIAs, and Family Offices) which utilize our new Fidelity Managed Account platform (FMAX). This role will be responsible for having expertise in the investment offerings we make available, our due diligence and research capabilities, the platform technology itself and for supporting our intermediary clients in developing HNW investment proposals leveraging our managed account platform investment suite.The Expertise You Have and Skills You BringBachelor's degree required. MBA preferred.CFA and/or CFP preferredSeries 7, 63, 65/66 required or obtained within 90 days of hire5-12 years institutional investment consulting experience preferredExperience with variety of asset management product delivery formats (e.g. SMAs, Model Portfolios, Mutual Funds, ETFs, etc.) preferredFinancial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)You have the expertise, confidence and skill to build compelling client specific portfolio recommendations from universe of available investment productsYou are obsessed with delivering outstanding client experience to our financial intermediary client baseYou have superior presentation skills, ability to speak substantively on manager selection, due diligence, portfolio construction and deliver your impactful recommendationsYou are self-starter, independently oriented and are thrilled by prospect of working on critical initiatives (our new Investment Advisor and managed account platform) and welcome working in fast pace, client focused environment which requires a resourcefulness approachYou are passionate about capital markets, investment management, manager research, portfolio construction, and delivering outstanding investment consulting to financial intermediariesYou will help build out the Investment Consulting function for new Fidelity Managed Account Platform and will be providing critical support for new Fidelity Institutional Wealth Advisor (FIWA), an RIA supporting our intermediary clientsYou will be the dedicated subject matter expert on all investment related components and offerings available on the Fidelity Managed Account Exchange (FMAX) and responsible for providing comprehensive representation of investment offerings to internal partners and our intermediary clientsYou will be coordinating with broader Fidelity Managed Account Exchange (FMAX) Distribution team to identify and engage our intermediary partners and assist them in creating and delivering impactful portfolio recommendations to their customersYou will be supporting new intermediary oriented Fidelity Investment Wealth Advisor (FIWA) in development, implementation, and oversight of investment services provided by business partners and 3rd party due diligence providerThe TeamAs fee-based advisory services become the dominant financial services business model, Fidelity Institutional is expanding our offering suite and launching a dedicated Investment Advisor and Managed Account Platform to support the needs of our intermediary clients (Banks, Broker/Dealers, RIAs and Family Offices). The Investment Consultant role reports into the head of Fidelity Institutional's Portfolio Construction Group. The Investment Consultant will be a pivotal contributor to the success of the launch and adoption of our new managed account platform and will work closely with our external and internal product consulting associates in supporting intermediary driven sales. The role will also work closely with the product management organization and supporting the new FI Investment Advisor as well as other business partners.Certifications:Company OverviewFidelity 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 UsAt 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 Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."We invite you to Find Your Fidelity at 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 Leave of Absence/Accommodation Team by sending an email toaccommodations, or by calling 800-835-5099, prompt 2, option 3.PDN-96e61279-e3f2-45b0-9adc-d9379ada6ad0

Keywords: Fidelity Investments, Providence , Director, Investment Consultant-FMAX, Executive , Smithfield, Rhode Island

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