Vice President, Asset Allocation Investor Profiling

Job Description:

Are you someone passionate about helping Fidelity s customers achieve their financial goals by identifying appropriate investment strategies given their personal situation? If yes, come join Financial Solutions and be part of the team that identifies investment strategies, recommends target asset allocation, and assesses suitability for investment products, for our individual retail and workplace customers.u00A0 You ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers.u00A0u00A0u00A0The Teamu00A0 u00A0The Financial Solutions team, part of the Strategic Advisers business unit within the Asset Management division, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation, and provides thought leadership on a range of financial planning and investment topics.u00A0u00A0The Expertise and Skill You Bring u00A0This role will work with a range of teams at Fidelity including investment management, product management, platform, technology, legal and compliance teams, among others. Your responsibilities will include:u00A0u00A0Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planningu00A0

Partnering with distribution and product management teams to understand representative and customer feedback and objectives and determine if/how to incorporate into Fidelity s investment profiling approachu00A0

Designing enhancements to Fidelity's investment profilingu00A0 and suitability methodology for discretionary and non-discretionary clientsu00A0

Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationaleu00A0

Identifying and conducting research topics to inform asset allocation-related thought leadershipu00A0

Designing analytics to evaluate impact and value add of investment profiling on customer outcomesu00A0

Providing consultative guidance to team members on day-to-day profiling projectsu00A0

u00A0The ideal candidate: u00A0u00A0Has a strong understanding of and direct experience with financial markets, investment products, and asset allocationu00A0

Is able to develop and communicate a clear philosophy and approach to investor risk profilingu00A0

Has strong critical thinking skillsu00A0

Possesses excellent quantitative and problem-solving skillsu00A0u00A0

Holds a bachelor s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degreeu00A0

Has 10+ years of relevant financial services experienceu00A0

Has excellent communication skillsu00A0u00A0

Enjoys working in a team-based environmentu00A0u00A0

u00A0u00A0u00A0Certifications:

Company OverviewFidelity Investments is a privately held company with a mission

to strengthen the financial well-being of our clients.

We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.Join UsAt Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with aGlassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. 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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to

Find Your Fidelity

atfidelitycareers.com .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email toaccommodations@fmr.com .