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Director, Product Management Model Portfolios
Fidelity InvestmentsBoston, MA, US- Promoted
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Fidelity InvestmentsBoston, MA, US- Full-time
Job Description : The Role
Do you want an opportunity to join a dynamic team and play a pivotal role in the evolution of Fidelity's Model Portfolio business? Do you have a strategic lens while also being able to focus on execution? Fidelity Institutional (FI) is seeking a Model Portfolios Product Manager to support FI's model portfolio product offering.
You will work as part of a product management team designed to increase usage of existing products, improve all aspects of the products and Advisor experience, and develop new and innovative solutions to satisfy the growing demand of our Advisors.
You will work closely with partners in investment management, distribution, operations, marketing, technology and 3rd party FinTech and TAMP platforms to develop, implement and support the diverse Model Portfolio suite within FI.
- Support strategy and execution of FI's Model Portfolios offering, ensuring our capabilities evolve with industry trends and the investment needs of Advisors.
- Provide ongoing product support including project management, intake request management, backlog prioritization, and ad hoc support for client and distribution needs.
- Assist in modernizing the investment experience for advisors through Fidelity's own integrated platform experiences, or through working with 3rd party fintech / TAMP platforms.
- Drive development and prioritization of the Model's strategic roadmap and key initiatives while influencing roadmaps of cross-company business partners who support the Model's business.
- Develop project plans for building scale and efficiency into the end-to-end model's ecosystem.
- Act as liaison between investment professionals, distribution channel partners, marketing, operations, technology teams, and LRC.
- Develop business cases for new products and improvements to existing products.
- Oversee the alignment of future business needs with technology capabilities.
- Work alongside our investment specialist teams, sales teams and relationship management organization to capture voice of client; used to drive roadmap, product positioning and product development for the Model's business.
The Expertise and Skills You Bring
The Team
The mission of the model portfolios team is to continue to advance our institutional asset management best thinking to advisors in the intermediary marketplace. We are dedicated to the intermediary and institutional marketplace, broker dealers and financial advisors. We are a gateway to Fidelity's broad and deep institutional investment management products. We are passionate about overall client satisfaction and participation in key initiatives aimed at retaining or gathering new assets are important components to the success of Fidelity Institutional Wealth Adviser (FIWA).
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.