Demo

Director, Product Management Model Portfolios

Fidelity Investments
Fidelity Investments Salary
Boston, MA Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 5/15/2025

Job Description : The Role

Do you want an opportunity to join a dynamic team and play a pivotal role in the evolution of Fidelity's Model Portfolio business? Do you have a strategic lens while also being able to focus on execution? Fidelity Institutional (FI) is seeking a Model Portfolios Product Manager to support FI's model portfolio product offering.

You will work as part of a product management team designed to increase usage of existing products, improve all aspects of the products and Advisor experience, and develop new and innovative solutions to satisfy the growing demand of our Advisors.

You will work closely with partners in investment management, distribution, operations, marketing, technology and 3rd party FinTech and TAMP platforms to develop, implement and support the diverse Model Portfolio suite within FI.

  • Support strategy and execution of FI's Model Portfolios offering, ensuring our capabilities evolve with industry trends and the investment needs of Advisors.
  • Provide ongoing product support including project management, intake request management, backlog prioritization, and ad hoc support for client and distribution needs.
  • Assist in modernizing the investment experience for advisors through Fidelity's own integrated platform experiences, or through working with 3rd party fintech / TAMP platforms.
  • Drive development and prioritization of the Model's strategic roadmap and key initiatives while influencing roadmaps of cross-company business partners who support the Model's business.
  • Develop project plans for building scale and efficiency into the end-to-end model's ecosystem.
  • Act as liaison between investment professionals, distribution channel partners, marketing, operations, technology teams, and LRC.
  • Develop business cases for new products and improvements to existing products.
  • Oversee the alignment of future business needs with technology capabilities.
  • Work alongside our investment specialist teams, sales teams and relationship management organization to capture voice of client; used to drive roadmap, product positioning and product development for the Model's business.

The Expertise and Skills You Bring

  • Bachelor's degree required. Progress towards advanced degrees or professional certifications preferred.
  • 7-10 years of financial services experience, preferably in product management or product strategy roles; managed account experience preferred
  • Project management abilities with a history of successfully driving progress on key initiatives while coordinating and aligning critical dependencies
  • Understanding of the evolving TAMP landscape and Fintech Marketplace
  • Understanding of Fidelity's product capabilities and managed account offerings including Model Portfolios and SMAs
  • Experience working directly with Intermediaries (BDs / RIAs) to understand advisor needs
  • Understanding of the operational complexity required to deliver model portfolios in the marketplace
  • Strong leadership and problem-solving skills
  • Interpersonal skills and the ability to work collaboratively with individuals from different functional areas and varying levels of experience
  • Ability to communicate clearly and concisely in both written and verbal communication, and to logically present sophisticated proposals, issues, and arguments to key partners and senior leaders
  • The Team

    The mission of the model portfolios team is to continue to advance our institutional asset management best thinking to advisors in the intermediary marketplace. We are dedicated to the intermediary and institutional marketplace, broker dealers and financial advisors. We are a gateway to Fidelity's broad and deep institutional investment management products. We are passionate about overall client satisfaction and participation in key initiatives aimed at retaining or gathering new assets are important components to the success of Fidelity Institutional Wealth Adviser (FIWA).

    Certifications : Category :

    Product Management

    Fidelity's hybrid working model 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 every other week (all business days, M-F) in a Fidelity office.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Director, Product Management Model Portfolios?

    Sign up to receive alerts about other jobs on the Director, Product Management Model Portfolios career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $182,852 - $230,675
    Income Estimation: 
    $212,674 - $268,673
    Income Estimation: 
    $182,852 - $230,675
    Income Estimation: 
    $212,674 - $268,673
    Income Estimation: 
    $95,865 - $120,012
    Income Estimation: 
    $123,272 - $153,570
    Income Estimation: 
    $212,674 - $268,673
    Income Estimation: 
    $262,371 - $343,170
    Income Estimation: 
    $147,514 - $184,796
    Income Estimation: 
    $182,852 - $230,675
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Fidelity Investments

    Fidelity Investments
    Hired Organization Address Boston, MA Full Time
    Job Description : You have been identified as critical talent that would add value to the future of Fidelity Investments...
    Fidelity Investments
    Hired Organization Address Smithfield, RI Full Time
    Job Description: The Role As the Director of Change Management, you will be part of a team that is responsible for helpi...
    Fidelity Investments
    Hired Organization Address Smithfield, RI Full Time
    Description Job Description: CRBO Business Strategy & Implementation team intersects with CRBO and AM Technology, aligni...
    Fidelity Investments
    Hired Organization Address Smithfield, RI Full Time
    Job Description: DIRECTOR, GROWTH STRATEGY Fidelity’s Emerging Business unit solves some of America’s most pressing issu...

    Not the job you're looking for? Here are some other Director, Product Management Model Portfolios jobs in the Boston, MA area that may be a better fit.

    Director - Product Management

    MFS Investment Management, Boston, MA

    Director of Product Management - Data

    TalentAlly, Needham, MA

    AI Assistant is available now!

    Feel free to start your new journey!