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 Fidelity's distribution channels to support product positioning, product marketing, and product development
Requirements
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
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career