Senior Manager, Portfolio Strategist

skillventory - A Leading Talent Research Firm

Senior Manager managing portfolio strategies for advisory clients. Delivering value through collaboration and investment insight for Fidelity Institutional.

Posted 5/26/2026full-timeWestlake • Rhode Island, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Deliver value to advisors and institutional clients
Synthesize Fidelity’s intellectual capital into portfolio construction
Collaborate with Portfolio Strategists
Communicate key findings & actionable guidance clearly
Work alongside business partners

Requirements

What you’ll need

3+ years' relevant work experience
Background in portfolio decision-making across multiple asset classes
CFA charterholder or progression toward CFA designation
FINRA Series 7 & 63 licenses required within four months of joining
Proven investment acumen
Solid understanding of mutual fund and ETF landscape
Strong sales communication & writing skills

Benefits

Comp & perks

Health insurance
401(k) matching
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio constructioninvestment acumenmutual fund understandingETF understandingportfolio decision-making

Soft Skills

communication skillssales communicationwriting skillscollaboration

Certifications

CFA charterholderCFA designationFINRA Series 7FINRA Series 63