Vice President, Wealth Advisory – Managed Solutions Performance Lead

Role Overview

• Serve as the primary business product owner for wealth advisory managed solutions performance and client experience capabilities
• Establish and drive execution of the performance and client reporting product vision, business requirements, and capability roadmap across discretionary and non-discretionary solutions for intermediary clients (equity, fixed income, multi-asset class)
• Oversee multiple projects and initiatives concurrently, identifying and managing dependencies
• Partner with product, investment, performance measurement, distribution, technology and other key stakeholders to drive requirements definition and technical implementation of product performance, analytics and overall client product experience
• Act as the primary performance and client reporting liaison to business and technology stakeholders on an ongoing basis; influencing and advocating for the prioritization of the performance and client reporting roadmap given business and enterprise needs
• Anticipate and stay current with evolving market, regulatory and consumer demands to identify competitive differentiators, influence strategic planning and client experience design
• Provide business support and oversight of the recurring creation/publication of performance artifacts at the account and composite levels
• Define and manage performance reporting policies, methodologies, process, and client experience

Requirements

• Bachelor’s degree required
• CIPM or CFA preferred
• Fifteen plus (15) years of progressive financial services experience, preferably in performance analysis, client reporting/experience, or product management roles
• Demonstrated expertise in investment performance analysis, business analysis, project management or process improvement
• Track record leading teams in supporting internal and external clients with their data and reporting needs
• Strong analytical and critical thinking skills with the ability to understand and resolve complex problems
• Understanding of accounting and investment performance reporting
• Understanding of modern portfolio theory and related concepts of risk and return a plus
• Understanding of metrics used to evaluate portfolio construction (e.g., yield, spread, active weights, concentrations) a plus
• Knowledge of managed accounts, model portfolios and separately managed accounts (SMA) processes, data and industry practices a plus
• Proficiency and understanding of performance related industry standards, Investment Advisor Marketing rule, and regulatory compliance requirements
• Strong communication skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally
• Project Management 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

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