Vice President, Capital Markets Strategy

🕒 August 24

🌵 Arizona, California – Remote

🌵 Arizona – Remote 🏄 California – Remote

💵 $65k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.

📋 Description

• Serve as the primary client-facing interface for advisor clients • Clearly articulate Fidelity’s macro view and translate it into portfolio positioning through in-person, digital, and written media • Work alongside sales, marketing, and relationship management to bring investment insights to clients and prospects • Elevate Fidelity’s thought-leadership brand, increase credibility, and contribute to investment-solution market share growth • Act as the face of Fidelity’s global asset-management insights, investment, and asset-allocation views • Formulate and communicate investment insights and asset-allocation positioning on behalf of sales and relationship-management associates • Create weekly, monthly, and quarterly investment commentary on economic, investment, and geopolitical topics • Evaluate global and market events and provide investment points of view drawing on Fidelity and external perspectives • Cover a geographical area consisting of approximately one-fifth of the United States, supporting sales and relationship managers and their clients in the territory • Convert investment, market, and economic insights into commercial outcomes aligned with investment sales goals • Collaborate with a team of investment professionals to develop differentiated points of view and a unified team narrative

🎯 Requirements

• 10 plus years investment management experience • Series 7 and 63 licenses required • Deep knowledge of capital markets across equities, bonds, and alternatives • Experience investing through multiple market cycles • Ability to consume and synthesize market data, macro trends, internal and external investment research, and economic data • Ability to formulate investment insights • Ability to deliver multimedia presentations, including one-on-one meetings, large venue stage presentations, digital webinars, and media appearances • Ability to interact with and influence external and internal clients • Creative skills to draft investment commentary, client presentations, social media posts, and investment thought-leadership content • Ability to travel 50-75% • Candidates currently domiciled in the covered region are preferred • CFA or MBA preferred

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment and tuition reimbursement • Learning resources for career development • Potential bonus or other variable compensation, depending on position and eligibility