Director, Institutional Investment Product

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Fidelity Investments
  • 22 Feb 18 2018-02-22

Director, Institutional Investment Product

The Director, Institutional Investment Product will support in the planning, development and stewardship of Fidelity's institutional equity product offerings. This multi-faceted role entails leveraging Fidelity's world class equity investment capabilities to grow proprietary assets under management in institutional channels and increase Fidelity's institutional market share. The role involves active participation in the four major pillars of product responsibilities:

  • Product strategy - assessing key industry trends and ensuring our institutional product strategy is aligned with current and future client needs
  • Product development - maintaining a robust product roadmap of investment capabilities deployed consistent with the product strategy
  • Channel advocacy - working closely with distribution partners to inform product strategy and to promote distribution success through timely product positioning
  • Product management - overseeing the day-to-day stewardship of the institutional product suite

The Expertise We're Looking For
  • 7 years of experience in financial services. Current team members have a range of investment-focused product, consulting, fund research, or client-facing backgrounds.
  • Demonstrated knowledge of and interest in investments, specifically in equity investments.
  • A deep understanding of retail, intermediary, and institutional distribution channels and their unique client needs and competitor sets.
  • Strong educational credentials; CFA, MBA or equivalent graduate degree preferred.

The Purpose of Your Role

In this role you will work in concert with the broader product team in supporting and developing Fidelity's lineup of institutional investment products. You will partner with the investment teams to understand and articulate investment approaches and positioning across a range of strategies. You will contribute to ongoing product strategy for assigned products. Additionally you will help to drive innovation and new product development to ensure that the product line continues to meet evolving customer needs.

The Skills You Bring
  • You are a strategic thinker with a passion for investment products and a deep understanding of the evolving competitive environment.
  • You are a team player and have a track record of collaborating with others to meet customer needs and deliver business results.
  • You have a strong investment background with an understanding of equity investment strategies.
  • You are a highly effective communicator with excellent writing, presentation and interpersonal skills. You can clearly articulate complex investment topics.
  • You have experience with mutual funds, ETFs, and institutional vehicles.

The Value You Deliver
  • Acting as a subject matter expert answering detailed questions from distribution channel partners and client-facing teams.
  • Analyzing portfolio positioning and results.
  • Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.
  • Presenting investment philosophy, process, resources, and results to internal and external clients.
  • Researching product development opportunities and developing business cases to support new product initiatives.
  • Contributing to various cross-team projects.

How Your Work Impacts the Organization

The Director will help drive business strategy to retain and grow assets for the institutional product line across Fidelity's workplace, intermediary, and institutional distribution channels.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, visit

Fidelity Investments is an equal opportunity employer.