Job Description:
Director, Investment Product
The Director, Investment Product will be responsible for product development, management, strategy, and advocacy of Fidelity’s high income and credit alternatives strategies. You will partner with the investment teams to understand and articulate product design, investment approaches and positioning across a range of strategies. This role will focus on coverage across our high income product suite, including floating rate high income, emerging markets debt, opportunistic high income, and multi-asset / hybrid strategies. You will contribute to ongoing product strategy for assigned products.
Presenting product design, investment philosophy, process, resources, and results to internal and external clients.
Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.
Researching product development opportunities and developing business cases to support new high income and credit alternatives initiatives.
Finding opportunities to reposition or enhance existing products to improve longer-term marketability.
Contributing to the high income product roadmap to capitalize on emerging market trends and themes in collaboration with the High Income and Credit management team.
Demonstrating leadership to propose and drive various cross-team projects.
Excellent time management and organizational skills are critical to success.
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, or client-facing backgrounds.
Knowledge of and interest in investments; foundational knowledge of high income strategies preferred.
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 but not required.
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, 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 multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
The Team
The Investment Product Group plays a key role in the company, partnering closely with asset management, 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.