Vice President, Capital Markets Strategy

Job not on LinkedIn

🔥 0 minutes ago

🌵 Arizona, California – Remote

🌵 Arizona – Remote 🏄 California – Remote

💵 $65k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Serve as the primary client-facing interface to advisor clients • Articulate Fidelity’s global macro view and translate it into portfolio positioning through in-person, digital, and written media • Work alongside sales, marketing, and relationship management to present insights and perspectives to clients and prospects • Elevate Fidelity’s thought-leadership brand 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 and respond to market and global events by providing investment viewpoints based on Fidelity and external perspectives • Cover a geographical area consisting of approximately a fifth of the United States, supporting sales and relationship managers and their clients in the territory • Translate investment, market, and economic insights into commercial outcomes aligned with investment sales goals • Collaborate with investment professionals to create a differentiated single-team narrative

🎯 Requirements

• CFA or MBA preferred • 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 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 clients 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 • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment and tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility