Fidelity Investments
Consultant, Alternative Investments Product Management
Fidelity Investments, Boston, Massachusetts, us, 02298
Consultant, Alternative Investments Product Management
1 day ago Be among the first 25 applicants
The Role
Does being a part of the team at Fidelity that will bring innovative Alternative Investment Solutions to customers excite you? If you answered yes, keep reading!
Job Description The Consultant is a critical role in helping to design, develop, and deploy strategic Alternative Investments offerings for Fidelity. The successful Consultant is a highly motivated self-starter with a sense of ownership and who possesses a "one Fidelity" customer attitude, a collaborative approach, and an open and innovative mentality to work through complex scenarios. In the role, the focus will be on:
Identifying the needs and problems for our customers.
Leading or supporting ideation, development, deployment, and execution of new offerings and capabilities to help clients better meet their financial goals.
Driving or supporting key aspects of the strategy and product development life cycle including product research and development, developing business requirements, supporting go-to-market activities, and designing and implementing end-to-end customer experiences.
Working across Fidelity with internal and external business partners to optimize associate and customer experiences that address the needs of our customers.
Identifying critical business insights based on external market research, competitive intelligence, customer and advisor research, and internal Fidelity opportunities.
The Expertise And Skills You Bring
Bachelor's or equivalent with 8+ years of experience or Masters with 6+ years of experience. CAIA, CFA, CFP, all are a plus.
Product management experience, a plus.
Understanding of Fidelity’s wealth offerings and experiences, a plus.
Strong project management skills and driven to own several initiatives at once.
Business strategy or consulting experience, a plus.
Strong analytical and interpersonal skills; strong listening skills to integrate different perspectives and achieve better outcomes.
Ability to think broadly about both digital and live channel experiences, as well as how unique elements fit together.
Demonstrated experience in articulating customer needs in the design of products and solutions.
Strong presentation skills to achieve consensus with multiple audiences, including regular presentations to senior Fidelity leaders.
Cross-functional collaboration skills to navigate an environment with a range of priorities and perspective.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team You will be a critical and valued member of the Strategic Initiatives Team within Wealth Alternatives and Investment Solutions, within Fidelity Wealth. The Consultant will collaborate with key partners across the broader Wealth Alternatives, Wealth Solutions Delivery, Wealth Distribution, and Asset Management organizations to support the delivery of strategic initiatives, new client experiences, and new offerings.
Certifications Category: Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Fidelity Investments by 2x
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Boston, MA .
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The Role
Does being a part of the team at Fidelity that will bring innovative Alternative Investment Solutions to customers excite you? If you answered yes, keep reading!
Job Description The Consultant is a critical role in helping to design, develop, and deploy strategic Alternative Investments offerings for Fidelity. The successful Consultant is a highly motivated self-starter with a sense of ownership and who possesses a "one Fidelity" customer attitude, a collaborative approach, and an open and innovative mentality to work through complex scenarios. In the role, the focus will be on:
Identifying the needs and problems for our customers.
Leading or supporting ideation, development, deployment, and execution of new offerings and capabilities to help clients better meet their financial goals.
Driving or supporting key aspects of the strategy and product development life cycle including product research and development, developing business requirements, supporting go-to-market activities, and designing and implementing end-to-end customer experiences.
Working across Fidelity with internal and external business partners to optimize associate and customer experiences that address the needs of our customers.
Identifying critical business insights based on external market research, competitive intelligence, customer and advisor research, and internal Fidelity opportunities.
The Expertise And Skills You Bring
Bachelor's or equivalent with 8+ years of experience or Masters with 6+ years of experience. CAIA, CFA, CFP, all are a plus.
Product management experience, a plus.
Understanding of Fidelity’s wealth offerings and experiences, a plus.
Strong project management skills and driven to own several initiatives at once.
Business strategy or consulting experience, a plus.
Strong analytical and interpersonal skills; strong listening skills to integrate different perspectives and achieve better outcomes.
Ability to think broadly about both digital and live channel experiences, as well as how unique elements fit together.
Demonstrated experience in articulating customer needs in the design of products and solutions.
Strong presentation skills to achieve consensus with multiple audiences, including regular presentations to senior Fidelity leaders.
Cross-functional collaboration skills to navigate an environment with a range of priorities and perspective.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team You will be a critical and valued member of the Strategic Initiatives Team within Wealth Alternatives and Investment Solutions, within Fidelity Wealth. The Consultant will collaborate with key partners across the broader Wealth Alternatives, Wealth Solutions Delivery, Wealth Distribution, and Asset Management organizations to support the delivery of strategic initiatives, new client experiences, and new offerings.
Certifications Category: Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Get notified about new Investment Advisor jobs in
Boston, MA .
Related roles
Investment Analyst, Diversifying Strategies
Quantitative Researcher, Private Equity Co-Investments (Boston, London or Dublin)
Private Equity Associate, Strategic Advisers
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
Strategist, Investment Platform Business Enablement
Boston, MA $124,000 - $335,000 2 months ago
Boston, MA $100,000 - $225,000 4 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr