Director, SMA Specialist - Fidelity TalentSource LLC

Job Description:

The Role

As a Director, Direct Indexing Specialist, you will be the primary specialist supporting Fidelity Institutional Relationship Managers and Regional Directors in the distribution of Fidelity s Custom SMA solutions to RIAs and Family Offices in the Western US. Ideal candidates will have experience with breaking down sophisticated product features into clear and concise stories to communicate to clients. This position requires the ability to collaborate across various cross functional areas including product, marketing, and distribution leads. In this role you will act as a liaison between Fidelity clients and our product team, collecting client feedback and ideas to influence Fidelity s product roadmap.

• Demonstrates strong investment competence and communication skills

• Able to interact well with both external clients (advisors, shareholders, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)

• Serve as a voice of the client for ongoing product development and execution

The Expertise and Skills You Bring

• Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.

• Series 7 & 63 licenses required (pass within 90 days)

• 5- 10 years of financial services experience

• Excellent written and verbal communication skills

• You build and maintain relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach

• Ability to multitask, prioritize, problem solve and make decisions

• You possess strong business/technical knowledge of products offered in the wealth management and asset management space

• Experience with tax managed equities, SMAs, and RIAs in the Western US

• 50% travel expected

The Team

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, financial advisors, and family offices. We are a gateway to Fidelity s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!

The base salary range for this position is $85,000-$144,000 per year. \u00A0

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0

We offer a wide range of

to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

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

, 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.

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,

, 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

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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

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