Fidelity TalentSource LLC
Fidelity TalentSource LLC | Vice President, Asset Allocation Investor Profiling
Fidelity TalentSource LLC, Boston, Massachusetts, United States,
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.\u00A0\u00A0 \u00A0 The Team\u00A0 \u00A0 The 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.\u00A0 \u00A0 The Expertise and Skill You Bring \u00A0 This 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:\u00A0\u00A0 Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planning\u00A0
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\u00A0
Designing enhancements to Fidelity's investment profiling\u00A0 and suitability methodology for discretionary and non-discretionary clients\u00A0
Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationale\u00A0
Identifying and conducting research topics to inform asset allocation-related thought leadership\u00A0
Designing analytics to evaluate impact and value add of investment profiling on customer outcomes\u00A0
Providing consultative guidance to team members on day-to-day profiling projects\u00A0
\u00A0 The ideal candidate: \u00A0\u00A0 Has a strong understanding of and direct experience with financial markets, investment products, and asset allocation\u00A0
Is able to develop and communicate a clear philosophy and approach to investor risk profiling\u00A0
Has strong critical thinking skills\u00A0
Possesses excellent quantitative and problem-solving skills\u00A0\u00A0
Holds a bachelor s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree\u00A0
Has 10+ years of relevant financial services experience\u00A0
Has excellent communication skills\u00A0\u00A0
Enjoys working in a team-based environment\u00A0\u00A0
\u00A0\u00A0 \u00A0
Certifications:
Company Overview Fidelity 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 Us At 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\u2014we 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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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.
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.\u00A0\u00A0 \u00A0 The Team\u00A0 \u00A0 The 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.\u00A0 \u00A0 The Expertise and Skill You Bring \u00A0 This 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:\u00A0\u00A0 Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planning\u00A0
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\u00A0
Designing enhancements to Fidelity's investment profiling\u00A0 and suitability methodology for discretionary and non-discretionary clients\u00A0
Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationale\u00A0
Identifying and conducting research topics to inform asset allocation-related thought leadership\u00A0
Designing analytics to evaluate impact and value add of investment profiling on customer outcomes\u00A0
Providing consultative guidance to team members on day-to-day profiling projects\u00A0
\u00A0 The ideal candidate: \u00A0\u00A0 Has a strong understanding of and direct experience with financial markets, investment products, and asset allocation\u00A0
Is able to develop and communicate a clear philosophy and approach to investor risk profiling\u00A0
Has strong critical thinking skills\u00A0
Possesses excellent quantitative and problem-solving skills\u00A0\u00A0
Holds a bachelor s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree\u00A0
Has 10+ years of relevant financial services experience\u00A0
Has excellent communication skills\u00A0\u00A0
Enjoys working in a team-based environment\u00A0\u00A0
\u00A0\u00A0 \u00A0
Certifications:
Company Overview Fidelity 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 Us At 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\u2014we 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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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.