Vice President, Investment Strategist- Retirement Services
Job Description:
This role is responsible for working with Fidelity’s defined contribution clients to build and maintain plan investment lineups that meet plan sponsor requirements and help plan participants reach desired retirement outcomes. While this position will be focused on clients in the East region of the U.S., there may have flexibility on location, as long as the associate resides in the Northeast region of the country. In this role, you will interface with our clients’ investment committees which include officers in Treasury, Finance (including CFOs), Legal, HR, and Corporate functions, as well as third-party advisors and consultants. The successful Investment Strategist effectively communicates investment topics and trends and helps plans sponsors make informed decisions about their retirement plan investments. The VP-level consultant will be working with some of Fidelity’s largest and most complex clients.
The Expertise You Have
Strong preference for CFA charter-holder; MBA a plus
Minimum of ten years of investment consulting/HNW/institutional advisory experience preferred
Proven track record and desire to identify and establish links with clients’ investment decision makers.
The Skills You Bring
Detailed knowledge of mutual funds and other investment vehicles typically used by defined contribution plans or institutional investors.
Excellent understanding of the economy, financial markets, and their drivers.
Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of the funds.
Ability to establish and build relationships and been seen as a go to person for our clients’ retirement investment needs.
Excellent presentation skills and presence.
ASSOCIATE MAY BE LOCATION IN SMITHFIELD, RI OR MERRIMACK, NH REGIOANL SITES OR REMOTE IN MA, CT, ME, RI, VT, NH OR NY.
The Value You Deliver
Ability to build influential relationships with senior level employees of our clients and influence decisions.
Using your background on 401(k) plan menu design, you will become a trusted resource.
Position Fidelity’s products and services with our clients.
You will help solidify our overall relationship with our clients and be seen as a key member of the service team.
The Team
Be part of the Investment Strategist Organization, a group of 30+ professionals dedicated to being the best provider of advice and investment expertise to retirement plan sponsors and to set the standard for integrity and excellence in the industry. For our clients, we help them not only to meet their fiduciary responsibilities, but also to make decisions that lead to better retirement outcomes for their employees. For Fidelity, we serve as the eyes and ears of the retirement plan market, introducing new investment solutions to clients and retaining the solutions we currently provide while always acting in our clients’ best interests. When we’re successful, our clients will be highly satisfied with long-term relationships, their employees will achieve retirement readiness, and Fidelity will continue to grow its investment management presence in the retirement plan market.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
ConsultingMost 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.