Full-Time

Vice President

Asset Allocation Investor Profiling

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Expert

Company Historically Provides H1B Sponsorship

Boston, MA, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Strong understanding of and direct experience with financial markets, investment products, and asset allocation
  • Ability to develop and communicate a clear philosophy and approach to investor risk profiling
  • Strong critical thinking skills
  • Excellent quantitative and problem-solving skills
  • Bachelor’s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree
  • 10+ years of relevant financial services experience
  • CFA designation required; CFP designation a plus
  • Excellent communication skills
  • Enjoys working in a team-based environment
Responsibilities
  • 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
Desired Qualifications
  • CFP designation a plus

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement