Vice President, Investment Strategist – Retirement Services
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Responsible for working with Fidelity’s defined contribution clients to build and maintain plan investment lineups that meet plan sponsor requirements and help plan participants reach desired retirement outcomes.
- Interface with clients’ investment committees which include officers in Treasury, Finance (including CFOs), Legal, HR, and Corporate functions, as well as third-party advisors and consultants.
- Effectively communicates investment topics and trends and helps plans sponsors make informed decisions about their retirement plan investments.
- Working with some of Fidelity’s largest and most complex clients.
Requirements
- Strong preference for CFA charter-holder; MBA a plus
- Minimum of ten years of investment consulting/HNW/institutional advisory experience preferred
- Proven track record and desire to identify and establish links with clients’ investment decision makers.
- Detailed knowledge of mutual funds and other investment vehicles typically used by defined contribution plans or institutional investors.
- Excellent understanding of the economy, financial markets, and their drivers.
- Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of the funds.
- Ability to establish and build relationships and been seen as a go to person for our clients’ retirement investment needs.
- Excellent presentation skills and presence.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment consultingmutual fundsinvestment vehiclesfinancial marketsasset classesequity stylesretirement plan investmentsdefined contribution plansinstitutional advisory
Soft skills
communicationrelationship buildingpresentation skillsclient engagementdecision making
Certifications
CFAMBA