Senior Investment Product Manager

Posted 15 Hours Ago
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Boston, MA
Senior level
Fintech
The Role
The Senior Investment Product Manager will oversee various product strategy and management initiatives for Fidelity’s investment products. Responsibilities include contributing to product roadmaps, enhancing product positioning and marketing, researching product opportunities, and participating in cross-functional projects while collaborating with investment teams and distribution channels.
Summary Generated by Built In

Job Description:

Job Description:

The Role

We currently have an open Boston-based role for a Senior Investment Product Manager. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s Systematic Fixed Income and Sector and Thematic Equity products. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings. Over time, you will contribute to all parts of the product lifecycle including supporting existing capabilities in market.

  • Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes
  • Understand product design, investment philosophy, process, resources, and results.
  • Create, enhance, and maintain investment content for product positioning and marketing in collaboration with investment teams and marketing.
  • Research product development opportunities and help develop business cases to support new product initiatives.
  • Support opportunities to reposition or enhance existing products to improve longer-term marketability.
  • Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account.
  • Research the competition to generate product ideas and sales tactics.

The Expertise and Skills You Bring

  • 5+ years of financial services experience
  • You have a demonstrated knowledge of, and interest in, investments.
  • Progress towards or interest in pursuing the CFA charter encouraged, but not required
  • You have an understanding of Fidelity’s distribution channels and market trends
  • You are a critical thinker and problem solver
  • You are comfortable working with and summarizing data with a high level of attention to detail and accuracy
  • You are an experienced user of Microsoft Office products (Excel, PowerPoint).
  • A working knowledge of third-party investment analytical tools would be helpful (Morningstar Direct, Bloomberg, and eVestment Alliance), but not required.
  • You are a highly effective communicator with excellent writing, presentation and interpersonal skills
  • You have the ability to successfully work in teams, with an eagerness to take initiative, and are able to navigate a complex environment with multiple stakeholders
  • You have demonstrated experience as a contributing member of an impactful team
  • You are a self-starter with high energy to help move the business forward

The Team

The Investment Product Group plays a key role in the company, working closely with our asset management and distribution channel colleagues, and the broader organization to deliver a diverse range of investment capabilities to meet the needs of our retail, intermediary and institutional clients. When you join our team, you become part of Fidelity’s mission to provide the best customer experience in the financial services industry!

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, the team’s hybrid roles require associates to work onsite 50% of the month. 

Reminder: Per the Dynamic Working Guidelines, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.

Salary Grade:

6


Certifications:

Category:Product Management

Fidelity’s 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.

The Company
HQ: Boston, MA
58,848 Employees
On-site Workplace
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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