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Senior Investment Manager

Fidelity

Fidelity

This job is no longer accepting applications

See open jobs at Fidelity.See open jobs similar to "Senior Investment Manager" Mass Fintech Hub.
Boston, MA, USA
Posted on May 28, 2025

Job Description:

The Department

Strategic Advisers, LLC. (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 20 years SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over $ 1 Trillion in assets under management in a blend of Fidelity and third party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for over one million customer accounts. As part of SAI, the Private Wealth Management Investment Team is focused exclusively on providing investment solutions for Fidelity’s highest net worth clients.

The Role

  • Strategic Advisers is looking for a Private Wealth Senior Investment Manager to join the team. Fidelity’s Private Wealth Management team provides personalized, integrated and comprehensive wealth management advice, planning and investment management to high-net-worth clients. The offering has evolved into a successful wealth management capability with demonstrated success in retaining and developing Fidelity’s largest and most complex clients who seek more personalized investment solutions. This person will be responsible for managing and implementing SAI’s most innovative and sophisticated investment solution to solve complex investment needs for our clients using customized asset allocation and asset location strategies. As part of the Private Wealth Management Investment Team, this role will involve collaborating with a team of wealth management experts to create tailored investment solutions that integrate with a wide range of sophisticated wealth management capabilities. The managed portfolios this role will be responsible for will range in size from $2 million to potentially $150 million, with combined total managed assets ranging from $4 - $10 billion. As part of playing a role in SAI's next generation of managed account strategies, the candidate will be required to act as an investment thought leader on new investment concepts within Fidelity.

Primary Responsibilities

I. Portfolio Management

  • Manage individual client portfolios utilizing complex portfolio construction techniques that involve the coordination of asset allocation, asset location and broad vehicle selection across a wide range of equity and fixed income asset classes.
  • Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning in order to lead the translation of best ideas into client portfolios to achieve superior pre- and after-tax returns consistent with the SAI investment philosophy.
  • Drive the concept of “investment planning” by integrating a client’s financial plan with their investment plan in order to create highly personalized portfolios for the client through proactive portfolio construction

strategies, incorporating the impacts of estate planning, large quantities of legacy investments, complex compensation plans, highly customized liquidity needs, and complex registration types such as partnerships, corporations, LLCs and a full range of trusts.

  • Mastery of portfolio construction and investment analytic software to implement complex portfolio construction across multi-account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics.
  • Help to define and evolve future investment philosophy, investment process, and participate in helping to generate and provide new ideas for future technical design requirements for the investment platform.

II. Client Engagement

  • Provide highly adaptive communication on complex investment concepts to a wide range of Fidelity’s highest net worth clients, which may include highly successful leaders across different industries, ex CEOs of major corporations, successful entrepreneurs and sometimes other highly sophisticated investors.
  • Collaborate with Fidelity’s Wealth Strategists to quickly generate key observations about a client wealth plan, potential pathways for appropriate investment solutions, and an implementation strategy of the investment plan.
  • Generating customized communication incorporating analysis on performance attribution, portfolio positioning, and the impacts of capital market events on specific client portfolios.
  • Ability to present detailed investment processes, philosophies, and capital market dynamics in front of larger groups including both internal colleagues and external clients.

Qualifications

Experience/Education

  • Graduate degree preferred; degree or emphasis in finance/accounting/economics subjects strongly preferred.
  • Existing or progress toward CFA, CPA, or CFP credential.
  • Proven experience in a direct client facing role, preferably with HNW clients.
  • Minimum of 15 years of relevant investment experience in research, portfolio management, or trading. Experience with SMA/UMA/UMH investment management a plus.
  • 15 plus years industry experience.

Skills and Knowledge:

  • Ability to operate in a fast paced environment with an adaptable skill set, creative problem solving skills, and the ability to multi-task
  • A high level of communication skills with an “Executive” presence that has a balance of substance, style, and confidence.
  • Outstanding attention to detail, as well as superior analytical skills that allow for independent judgment and decisive reasoning while dealing with significant time constraints.
  • Solid understanding of quantitative portfolio construction techniques in a taxable, private wealth environment.
  • Working knowledge of a wide range of wealth management strategies involving financial and estate planning.
  • Must have superior ability to work effectively in a team with a high level of collaboration, a strong spirit of innovation, and a high level of comfort in undefined environments.
  • Ability to travel on a quarterly basis as client communication is split between phone calls, video conference and on-site visits.

Location:

  • Boston, MA

Certifications:

Category:

Investment Professionals

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Company overview

At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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