Job Description:

The Investment Strategist team provides investment-related support and education for Fidelity Workplace Investing clients and advisors across all segments. Investment Strategists are an internal group of professionals with broad financial backgrounds focusing on capital markets, money management and consulting. This group is available to help Plan Sponsors and their advisors make educated investment-related decisions associated with their DC or DB plans. 

The Investment Strategist team provides Investment Support for Fidelity Workplace Investing clients and advisors regarding their retirement plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity. The Investment Strategist location may be flexible, though it is preferred that they be near one of our primary campuses, where they can interact with other team members (Boston, MA, Covington, KY or Westlake, TX) 

Primary Responsibilities

The Investment Strategist will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors but particularly with focus on the client’s "investment decision makers". Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a "finals" presentation.He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group.The Investment Strategist is responsible for servicing the investment needs of a pooled group of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship. Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up. The role requires a high volume of client interaction almost exclusively by video with the potential for limited face to face interactions. The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role.  The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment

Education and Experience

CFA/CFP and/or MBA strongly preferred.Minimum of 5 years investment consulting or related experience.Ability and desire to identify and build relationships with client investment decision-makers.

Skills and Knowledge

Detailed understanding of mutual funds and other investment vehicles, including various non-mutual fund investment vehicles that are commonly found in institutional retirement plans.Excellent understanding of the economy and its drivers.Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process.Excellent understanding of retirement plan investment menu design.Travel:  0-25% travel required.

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 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—we 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.