Director, Investment Product
About the role
The Director, Investment Product will be responsible for product development, management, strategy, and advocacy for Fidelity’s direct private equity investment products.
Responsibilities
- Provide subject matter expertise on multiple equity investment products.
- Represent the product design, philosophy, process, resources, and results to internal and external clients.
- Create and enhance investment content for product positioning in collaboration with both the investment and marketing teams.
- Research and identify product development opportunities and subsequently develop business cases to support promising new product initiatives.
- Identify opportunities to reposition or enhance existing products or underlying investments to improve longer-term marketability.
- Contribute to the long-term strategic product plan to capitalize on emerging trends and themes in collaboration with the broader product team.
- Contribute to various cross-team projects with a demonstrated ability to lead and drive initiatives.
Requirements
- 7+ years of experience working in the financial services industry.
- Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.
- Knowledge of and interest in investments with equity experience a plus.
- 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.
- Series 7 & 63 licenses (can be obtained while in role).
Skills
- 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, insurance products, separately managed accounts, and institutional vehicles.
- Highest level of proficiency in written and verbal communication, with excellent writing, presentation, and interpersonal skills.
- 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 multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
Team
The Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, 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.
Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Pay
The base salary range for this position is $110,000-$222,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Benefits
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.