
10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
🕒 August 24
🌵 Arizona, California, +3 more states – Remote
💵 $65k - $210k / year
⏰ Full Time
🔴 Lead
👔 Vice President
👻 Ghost score 16%
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10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
• Act as the face of Fidelity asset management global insights, investment, and asset allocation views • Formulate and communicate investment insights and asset allocation positioning to clients • Create weekly, monthly, and quarterly investment commentary across economic, investment, and geopolitical topics • Evaluate and respond to market and global events by providing an investment point of view • Support sales and relationship managers and their clients across an assigned geographical area of approximately one-fifth of the United States • Turn investment, market, and economic insights into commercial outcomes aligned with investment sales goals • Work alongside sales, marketing, and relationship management to bring Fidelity insights to clients and prospects • Elevate Fidelity's thought-leadership brand, credibility, and investment solution market share • Bring differentiated investment points of view and insights into a single team narrative
• 10 plus years investment management experience • Series 7 and Series 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 deliver multimedia presentations, including one-on-one meetings, large venue stage presentations, digital webinars, and media appearances • Ability to interact with and influence external clients and internal clients • Creative skills to draft investment commentary, client presentations, social media posts, and investment thought-leadership • Ability to travel 50-75% • CFA or MBA preferred • Fidelity will not provide immigration sponsorship for this position
• 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, tuition reimbursement, and learning resources • Bonus or other variable compensation may be included depending on position and eligibility
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