Posted 12 days ago
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**Director, Investment Analysis - ETF** Lead ETF investment analysis, driving market growth within our advisor-sold channel. Partner across sales, marketing, and asset management to deliver strategic insights. Expertise in investment analytics, performance analysis, and data communication crucial. Requires 10+ years of experience, Series 7 & 63 licenses, and CFA preferred. Build internal partnerships and drive data storytelling. Matrixed organization experience a plus.
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Full Job Description
Job Description:
The Role
The FI Organization is seeking a Director, ETF Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelitys ETF market share within the advisor-sold channel. To do so, you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for ETF investments across multiple structures and assets. You will coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver these relevant insights to our clients. The team supports all channels including broker-dealer, RIA, banking, and insurance.
The Expertise and Skills You Bring
Bachelor's degree required.
CFA preferred.
10+ years of investment product, sales, or equivalent experience.
Series 7 and 63 licenses required.
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications.
Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership, and marketing materials.
Can work across a complex, matrixed organization to meet business partners needs and collaborate to advance business strategic priorities.
Ability to build internal partnerships and relationships in a team environment.
Maintains excellent communication, presentation, and interpersonal skills.
Excellent project management, time management, and organizational skills.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelitys Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Investment OperationsPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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