ETF Strategist

Job Purpose and Your Responsibilities:

  • Build, maintain and communicate an expert level of knowledge on Fidelity ETFs and the capital markets in which they invest
  • Develop relationships in an assigned regional territory with Fidelity salespeople, their prospects, clients and industry participants
  • Identify opportunities to develop and execute sales strategies that will maximize market penetration and increase customer loyalty
  • Partner with sales to educate and promote the ETF’s investment philosophy, process, performance, and competitive strengths
  • Engage appropriate consulting and gatekeeper communities to provide investment transparency and build organizational awareness
  • Provide thought leadership and insights regarding the marketplace and competitors, with emphasis on differentiating competitor investment process and investment performance
  • Provide expert insights into the development of external investment communication material ensuring that ETF positioning is accurate, compelling and understood relative to investment objective and competitor products
  • Assist in the development and analysis of thought leadership pieces for the institutional and advisor channels
  • Support investment and product education with varying degrees of ETF knowledge on ETF products and related capital markets information
  • Provide insight and counsel for investment solution improvement and product development initiatives.

Skills and Qualifications:

  • Minimum of 5 years of sales experience in a wholesale investment services environment with a proven track record of success
  • Completion of 4-year post-secondary degree, ideally with a business focus (Finance, Economics and/or Accounting)
  • A CIM, CFP or CFA designation or an MBA degree is required.
  • Highly effective and consistent written and verbal communication capabilities; excellent presentation skills
  • Ability to successfully articulate detailed mechanics of investment process
  • Successful track record of investment presentation creation and delivery to broad spectrum of constituencies
  • Ability to build strong relationships and 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
  • Ability to travel frequently, with the potential for 1-2 days per week
  • Bilingualism in French and English is required for one of the positions
  • Have outstanding oral and written communication skills with the ability to engage others in a clear and compelling manner.
  • Have demonstrated ability to apply your strong analytical skills.
  • Enjoy creating and delivering presentations to large audiences.
  • Your superb communication skills translate into positive interactions and long-term relationships
  • Flexible and adaptable to adjust quickly to change
  • You have a high need for achievement and seek out every opportunity to create a win-win situation.

Source: for more information click here.

More Information

  • Experience 5-7 Years
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Company Information
  • Specialism Brokers / Consulting
  • Address 245 Summer St Boston, MA 02210 United States
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