Director, Managed Account Strategy - 1403383

Company: Fidelity Investments
Location: Smithfield, RI
Posted on: April 18, 2014

Job Description:

Duties: Will lead strategy and analysis projects for the Fidelity Managed

Accounts (MA) business, with a focus on supporting the creation of multi-

year strategic roadmap, as well as the development of new capabilities in

customer profiling, multi-account management and a unified managed

household offering. Will be responsible for gathering and synthesizing

business and competitive data from across the organization and the

marketplace, as well as coordinating the workflows and delivery of key

projects. Collaborate with internal Fidelity partners - particularly

Managed Accounts Product Management, MA Product Development, Strategic

Advisers Inc., the Customer Knowledge Center, Legal and Distribution.

Primary Responsibilities:

• Support the development of a strategic roadmap for the Fidelity

managed accounts business, based on an analysis both of external market

trends and opportunities, as well as internal capabilities, historical

business data and multi-year plan goals and metrics.

• Support the development of a multi-goal financial planning

capability, in partnership with Strategic Advisers and other Managed

Accounts business partners

• Coordinate the multi-year creation and launch of a new unified

managed household capability by leading work streams across product

development, legal, finance, marketing and distribution

• Monitor the managed accounts competitive landscape by identifying

key business trends and opportunities, and incorporate those findings into

business plans, as well as share them proactively and with key business

partners across MA team and Fidelity.

Requirements: Bachelor's degree in Business Administration, Economics or

Finance (willing to accept foreign education equivalent) as well as 5

years of experience in job offered or 5 years of experience in management

consulting in financial services or, alternatively, a Master's degree and 2

years of experience as noted above. Experience must include: Demonstrated

Expertise (“DE”) performing competitive analysis and research for asset

management managed accounts and mutual fund products using Simfund, Cerulli

reports, Coates Analytics and PSN Databases to develop sales and marketing

strategies and product positioning recommendations for senior management;

DE analyzing investment portfolio gaps including requirements gathering for

product transformation and performing competitive benchmarking and market

analysis of existing products or new product launch within the wealth

management brokerage tools domain; DE analyzing product usage by client,

vendor billing, revenue and P&L of product line to identify cost

reductions, increase revenues and maximize profitability of product line

within asset management environment; DE conducting primary research

(interviewing senior executives and clients) and secondary research

(analyzing industry intelligence and data) to develop white papers,

executive presentations, business strategy models and research briefs to

support strategic business decisions on IT infrastructure, outsourcing and

new business development..

To apply, visit http://jobs.fidelity.com and search for Job Number 1403383.

Keywords: Fidelity Investments, Cambridge , Director, Managed Account Strategy - 1403383 , Finance , Smithfield, RI, Massachusetts