What are the responsibilities and job description for the Vice President, Asset Allocation Investor Profiling position at Fidelity Investments?
Find out more about this role by reading the information below, then apply to be considered.
Job Description :
Are you someone passionate about helping Fidelity’s customers achieve their financial goals by identifying appropriate investment strategies given their personal situation? If yes, come join Financial Solutions and be part of the team that identifies investment strategies, recommends target asset allocation, and assesses suitability for investment products, for our individual retail and workplace customers. You’ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers.
The Team
The Financial Solutions team, part of the Strategic Advisers business unit within the Asset Management division, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation, and provides thought leadership on a range of financial planning and investment topics.
The Expertise and Skill You Bring
This role will work with a range of teams at Fidelity including investment management, product management, platform, technology, legal and compliance teams, among others. Your responsibilities will include :
- Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planning.
- Partnering with distribution and product management teams to understand representative and customer feedback and objectives and determine if / how to incorporate into Fidelity’s investment profiling approach.
- Designing enhancements to Fidelity's investment profiling and suitability methodology for discretionary and non-discretionary clients.
- Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationale.
- Identifying and conducting research topics to inform asset allocation-related thought leadership.
- Designing analytics to evaluate impact and value add of investment profiling on customer outcomes.
- Providing consultative guidance to team members on day-to-day profiling projects.
The ideal candidate :
Certifications : 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. 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 all business days of every other week in a Fidelity office.
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.
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