Director, Custom SMA Product Manager
Director, Custom SMA Product Manager
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Job Description
Job Description:
The Role
Do you want to be part of a team working on building a new business in a rapidly growing segment of the market We are looking for a motivated strategic and solutions-oriented individual who will join our Managed Discretionary Solutions team within the Fidelity Institutional Wealth Advisory Managed Solutions area.
As advisor adoption of Separately Managed Accounts (SMA) continues to increase we are planning to purposefully grow and expand our Custom SMA distribution and product offering solutions to capitalize on the market environment. This product area provides exposure and experience collaborating with cross functional and cross enterprise teams including Asset Management Fidelity Institutional LRC (Legal Risk & Compliance) Technology Performance Management & Reporting and more.
The Director Custom SMA Product Manager will support the implementation and ongoing support of Fidelity Institutionals Custom SMA product initiatives with the following core responsibilities:
Engage in data/information gathering and analysis to inform product strategy and product development activities
Create thoughtful compelling business cases for new product ideas that identify user personas high level requirements revenue opportunity and business economics
Lead product lifecycle process design and requirements definition to deliver on Custom SMA product roadmap
Provide overall Custom SMA product management support and drive resolution of client experience issues business risks and process impediments
Resource for SMA subject matter expertise and product oversight product policies and business acceptance
Liaison to distribution partners to gather feedback and provide support for an enhanced client experience
Communicate investment philosophy process resources and results to internal partners and will work closely with product professionals across Fidelitys distribution channels to support product positioning product marketing and product development.
The Expertise and Skills You Bring
BS degree required. Progress towards an MBA and/or CFA preferred.
Ten plus (10) years of financial services experience preferably in product management product development or product strategy roles
Knowledge of managed accounts and separately managed accounts (SMA) processes technology architecture and trading practices
Working experience with direct indexing investment capabilities and product development
Solid understanding of the Financial Intermediary marketplace and all aspects of a brokerage offering the competitive landscape of the managed accounts industry and familiarity with Fidelity products and services
Strong analytical and critical thinking skills required ensuring analyses are thoroughly vetted and sound
Strong proficiency in creating visually appealing persuasive and effective PowerPoint presentations
Perform data analysis to identify critical client insights recognize product usage trends and uncover opportunities for improving process efficiencies for our clients
Interpersonal and influencing skills are critical along with a proven track record of successfully engaging with all levels of management across multiple business units
Communication skills and the ability to clearly concisely and persuasively present sophisticated proposals issues and arguments both in writing and verbally.
Project Management and project delivery skills required to successfully drive projects across the company and run critical dependencies. Knowledge of agile working models is preferred
Work collaboratively across the Fidelity Enterprise and possess strong influence management skills while maintaining productive long-term working relationships
Manage internal and external communications related to assigned product responsibilities
The Team
In this role you will be part of a diverse collaborative and adaptive team tasked with helping grow Fidelitys SMA solutions in the marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers.
Certifications:
Category:
Product ManagementFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.
Please be advised that Fidelitys 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.
Required Experience:
Director
Employment Type
Full-Time
