Fidelity Investments Senior Manager, Sector & ETF Investment Strategy in Denver, Colorado
The Fidelity SelectCo organization is seeking a Senior Manager, Sector & ETF Investment Strategy with demonstrated subject-matter expertise in the area of sector investments, mutual funds and Exchange Traded Funds (ETFs). The Senior Manager will partner with key stakeholders across Fidelity distribution channels to drive the execution of the Fidelity SelectCo distribution strategy. The position is based in Denver, CO.
Support retail and intermediary distribution partners as a subject matter expert engaging in the sales interaction; act as a speaker at conferences and in front of platform gatekeepers; explain the various sector and ETF products.
Ensure the quality and quantity of the work and support coming from the Fidelity SelectCo Sector Investment Specialist team is consistent, highly valued, and effective.
Provide “voice of the client” input for Fidelity SelectCo product development and marketing initiatives leveraging feedback from channel partners and clients.
Assist in setting the strategic sales direction tailored for various channel partners and support sector and ETF thought leadership: understand the industry, market trends, regulatory changes, the financial markets, and competitive influences, with a focus on sector and ETF investments.
Build a strong network with Fidelity companies to uncover cross-sell and partnership opportunities.
Create timely sales ideas and communicate ideas internally. Present new ideas to the group and develop questions for key decision makers.
Become an important leverage point for winning new business and/or deepening large existing relationships collaboratively with the sales teams.
Provide SelectCo leadership with key industry insights and competitive analysis—based on industry research, market news flow and analysis—in order to support strategic decisions and uncover new opportunities.
Education and Experience
BA/BS degree required
MBA, CFP and/or CFA preferred. Enrollment in CFA program (and progress towards CFA charter) required upon hiring.
5 years financial services experience
Relevant marketing/sales experience in the investment management industry
Skills and Knowledge
Series 7 & 63 Securities Licenses required within three to six months of hire date. Candidates with existing Series 7 & 63 Securities Licenses are preferred.
Demonstrated expertise working with mutual funds, ETFs, and/or managed accounts with a focus on sector and factor investing.
Excellent presentation and interpersonal skills with an ability to represent Fidelity SelectCo in the retail, intermediary, and institutional marketplaces
Strong Excel and PowerPoint skills required
This individual will be a strategic thinker and a collaborative implementer
Experience with Morningstar Direct, FactSet and Bloomberg preferred.
Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast paced environment
*Company Overview *
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.
We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and
reflects our commitment to our associates. For information about working at Fidelity, visitFidelityCareers.com
/Fidelity Investments is an equal opportunity employer./
Job: *Investment Support
Title: Senior Manager, Sector & ETF Investment Strategy
Requisition ID: 1611598