skillventory - A Leading Talent Research Firm

Vice President, Wealth Advisory – Managed Solutions Performance Lead

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • Rhode Island • United States

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Salary

💰 $125,000 - $258,000 per year

Job Level

Senior

About the role

  • Serve as the primary business product owner for wealth advisory managed solutions performance and client experience capabilities
  • Establish and drive execution of the performance and client reporting product vision, business requirements, and capability roadmap across discretionary and non-discretionary solutions for intermediary clients (equity, fixed income, multi-asset class)
  • Oversee multiple projects and initiatives concurrently, identifying and managing dependencies
  • Partner with product, investment, performance measurement, distribution, technology and other key stakeholders to drive requirements definition and technical implementation of product performance, analytics and overall client product experience
  • Act as the primary performance and client reporting liaison to business and technology stakeholders on an ongoing basis; influencing and advocating for the prioritization of the performance and client reporting roadmap given business and enterprise needs
  • Anticipate and stay current with evolving market, regulatory and consumer demands to identify competitive differentiators, influence strategic planning and client experience design
  • Provide business support and oversight of the recurring creation/publication of performance artifacts at the account and composite levels
  • Define and manage performance reporting policies, methodologies, process, and client experience

Requirements

  • Bachelor’s degree required
  • CIPM or CFA preferred
  • Fifteen plus (15) years of progressive financial services experience, preferably in performance analysis, client reporting/experience, or product management roles
  • Demonstrated expertise in investment performance analysis, business analysis, project management or process improvement
  • Track record leading teams in supporting internal and external clients with their data and reporting needs
  • Strong analytical and critical thinking skills with the ability to understand and resolve complex problems
  • Understanding of accounting and investment performance reporting
  • Understanding of modern portfolio theory and related concepts of risk and return a plus
  • Understanding of metrics used to evaluate portfolio construction (e.g., yield, spread, active weights, concentrations) a plus
  • Knowledge of managed accounts, model portfolios and separately managed accounts (SMA) processes, data and industry practices a plus
  • Proficiency and understanding of performance related industry standards, Investment Advisor Marketing rule, and regulatory compliance requirements
  • Strong communication skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally
  • Project Management skills required to successfully drive projects across the company and run critical dependencies
  • Knowledge of agile working models is preferred
  • Work collaboratively across the Fidelity Enterprise and possess strong influence management skills while maintaining productive long-term working relationships
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
performance analysisbusiness analysisproject managementprocess improvementinvestment performance reportingmodern portfolio theoryportfolio construction metricsmanaged accountsmodel portfoliosregulatory compliance
Soft Skills
analytical skillscritical thinkingcommunication skillsinfluence managementcollaborationproblem-solvingteam leadershipclient supportpresentation skillsrelationship management
Certifications
CIPMCFA