Overview The Role

The following information provides an overview of the skills, qualities, and qualifications needed for this role. The Investment Product Group currently has an open role for a Director of Investment Product. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s active and indexed quantitative fixed income business. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings. You will contribute to all parts of the product lifecycle including developing new as well as supporting existing products in market.

Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes

Understand product design, investment philosophy, process, resources, and results.

Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing.

Research product development opportunities and help develop business cases to support new product initiatives.

Support opportunities to reposition or enhance existing products to improve longer-term marketability.

Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account.

Research the competition to generate product ideas and sales tactics.

Job Description : Director Investment Product

Boston, MA or Merrimack, NH

The Responsibilities and Skills You Bring

7+ years of financial services experience

Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.

Knowledge of and interest in investments with fixed income or quantitative investing experience a plus

Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.

Series 7 & 63 licenses (can be obtained while in role).

Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.

Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.

Effective communicator with excellent writing, presentation, and interpersonal skills.

Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.

Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.

The Team The Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.

Salary and Benefits Salary Grade: 7

Organization: Investment Product Group

Category: Product Management

Certifications: Series 07 - FINRA, Series 63 - FINRA

Category: Product Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

Seniority level Director

Employment type Full-time

Job function Product Management and Marketing

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