Director, Investment Strategist
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Colorado • Kentucky • United States
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Salary
💰 $110,000 - $222,000 per year
Job Level
About the role
- Work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors
- Provide periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan
- Review capital markets, update DC investment trends, address investment fiduciary issues, and provide timely follow-up
- Stay current on all relevant compliance requirements and complete the associated administrative and reporting requirements
Requirements
- CFA/CFP and/or MBA strongly preferred
- Minimum of 5 years investment consulting or related experience
- Ability and desire to identify and build relationships with client investment decision-makers
- Detailed understanding of mutual funds and other investment vehicles
- Excellent understanding of the economy and its drivers
- Solid understanding of asset allocation methodology and style analysis
- Excellent understanding of retirement plan investment menu design
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment consultingmutual fundsasset allocation methodologystyle analysisretirement plan investment menu design
Soft Skills
relationship buildingcommunicationclient management
Certifications
CFACFPMBA