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

.

You’ll

play a vital role in developing the

methodology

and help translate it into functional digital tools for representatives and customers.The TeamThe Financial Solutions team, part of the

Strategic

Advisers business unit within the Asset Management division

, develops the

methodology

that underpin

s

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.The Expertise and Skill You BringThis role will work with a range of teams at Fidelity including

investment management, product man

agement, platform, technology, legal and compliance teams

, among others. Your responsibilities will include:Defining philosophy and strategic vision for

investor risk profiling

methodology

, including how it integrates with broader financial

planning

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

approach

Designing

enhancements to

Fidelity's

investment

profiling

and

suitability

methodology

for

discretionary and non-discretionary clients

Conducting impact analysis to assess the impact of potential enhancements to existing client

s

and helping develop positioning and

rationale

Identifying

and conducting research topics to inform asset allocation-related thought

leadership

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

outcomes

Providing

consultative guidance to

team members on day-to-day profiling projects

The ideal candidate:Has a strong understanding of

and direct experience with

financial markets

,

investment

products

, and asset allocation

Is able to

develop and communicate a clear philosophy

and approach to investor risk

profiling

Has strong critical thinking skills

Possesses

excellent

quantitative and problem-solving

skills

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

degree

Has

10+

years of relevant financial services

experience

Has excellent communication

skills

Enjoys working in a team-based

environment

Certifications:

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 a

Glassdoor 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 Fidelity—we 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

at

fidelitycareers.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 to

accommodations@fmr.com .

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