Job Purpose:
- You will support the distribution of the Fidelity model product line to FIAM (Fidelity Institutional Asset Management) clients
- Your role will be to provide day two day support to the Model Specialist Team in certain aspects of client relationships
- You will be charged with supporting the development of new client relationships and acting as a guide on all issues related our model offering (where the underlying components are mutual funds and ETFs).
Your Responsibilities:
- Executing on flow and engagement goals by focusing on TAMPs (Turnkey Asset Management Platforms), Digital Platforms, and Broker-Dealer/RIA customers on the Fidelity Custody and Clearing Solutions (FCCS) platform
- Supporting the sales opportunity process from prospect identification and development through closing sales opportunities across 100 accounts mostly via phone/video conference
- Building market intelligence including segment and product trends internally to improve existing messaging while proactively developing new client engagement approaches and solutions
- Owning the Marketing, Field and Desk Governance process
- Coordinating internal resources to gain firm approval for new products and marketing materials.
Skills and Qualifications:
- 3-5 years investment related experience (either sales, relationship management, or product management)
- Bachelor’s degree. MBA and/or CFA (or progress towards) preferred
- Strong experience in the Microsoft Office Suite
- Proficiency in Morningstar Direct preferred
- Series 7 & 63 licenses required. Series 65 preferred
- A thorough and detailed understanding of Fidelity Asset Management portfolio construction techniques, underlying mutual funds and ETFs, and strategic and tactical asset allocation investment strategies
- Comprehensive and ongoing understanding of the underlying IP that powers the Fidelity model suite
- Ability to effectively articulate detailed mechanics of investment process
- Comfort and strong ability to work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents
- Capability to balance resolve and temperament in response to pursuing opportunity through organizational structure.
Source: for more information click here.
