Job Description:

The Role

We are looking for experienced investors who are easy to work with to help our financial advisor client build better portfolios. We prefer candidates who were analysts at our client firms and/or analysts at asset management firms. Familiarity with Envestnet system, UMA, SMA, FSP programs is given high preference.

The Investment Consultant is responsible for providing sales support to our intermediary clients (Banks, Broker/Dealers, RIAs, and Family Offices) which utilize our new Fidelity Managed Account platform (FMAX). This role will be responsible for having expertise in the investment offerings we make available, our due diligence and research capabilities, the platform technology itself and for supporting our intermediary clients in developing HNW investment proposals leveraging our managed account platform investment suite.

The Expertise and Skills You Bring

• Bachelor’s degree required. MBA preferred.

• CFA

• Familiarity with Envestnet, UMA, SMA, FSP

• Series 7, 63, 65/66 required or obtained within 90 days of hire

• 5-12 years institutional investment consulting experience preferred

• Experience with variety of asset management product delivery formats (e.g. SMAs, Model Portfolios, Mutual Funds, ETFs, etc.) preferred

• Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)

• You have the expertise, confidence and skill to build compelling client specific portfolio recommendations from universe of available investment products

• You are obsessed with delivering outstanding client experience to our financial intermediary client base

• You have superior presentation skills, ability to speak substantively on manager selection, due diligence, portfolio construction and deliver your impactful recommendations

• You are self-starter, independently oriented and are thrilled by prospect of working on critical initiatives (our new Investment Advisor and managed account platform) and welcome working in fast pace, client focused environment which requires a resourcefulness approach

• You will help build out the Investment Consulting function for new Fidelity Managed Account Platform and will be providing critical support for new Fidelity Institutional Wealth Advisor (FIWA), an RIA supporting our intermediary clients

• You will be the dedicated subject matter expert on all investment related components and offerings available on the Fidelity Managed Account Exchange (FMAX) and responsible for providing comprehensive representation of investment offerings to internal partners and our intermediary clients

• You will be coordinating with broader Fidelity Managed Account Exchange (FMAX) Distribution team to identify and engage our intermediary partners and assist them in creating and delivering impactful portfolio recommendations to their customers

• You will be supporting new intermediary oriented Fidelity Investment Wealth Advisor (FIWA) in development, implementation, and oversight of investment services provided by business partners and 3rd party due diligence provider

The Team

As fee-based advisory services become the dominant financial services business model, Fidelity Institutional is expanding our offering suite and launching a dedicated Investment Advisor and Managed Account Platform to support the needs of our intermediary clients (Banks, Broker/Dealers, RIAs and Family Offices). The Investment Consultant role reports into the head of Fidelity Institutional’s Portfolio Construction Group. The Investment Consultant will be a pivotal contributor to the success of the launch and adoption of our new managed account platform and will work closely with our external and internal product consulting associates in supporting intermediary driven sales. The role will also work closely with the product

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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, or by calling 800-835-5099, prompt 2, option 3.