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VP, FIWA Investment Services Lead

Fidelity

Fidelity

Boston, MA, USA
USD 125k-258k / year
Posted on Nov 25, 2025
Apply now

Job Description:

The Role

The Vice President of Investment Services will lead and be responsible for the operational infrastructure of the in-house RIA (i.e., FIWA), ensuring seamless delivery of investment services to internal stakeholders and clients. This role is responsible for leading day-to-day operations, optimizing workflows, enhancing service delivery, and ensuring regulatory compliance across all investment platforms. The VP will serve as a strategic partner to portfolio management, manager research, asset allocation, governance, and product teams.

  • Strategic Leadership & Oversight:

  • Develop the vision and path for FIWA Investment Services, making certain that operational capacities are aligned with the changing needs of research and portfolio management teams

  • Lead the buildout of scalable, technology-enabled processes that support investment execution, data integrity, and research distribution

  • Fulfill the role of the primary operational spokesperson in cross-functional dialogues, supporting the operational requisites of FIWA’s investment setup

  • Team Management & Development:

  • Leading and mentoring a team of directors, encouraging a culture of accountability, innovation, and excellence

  • Defining team structure, roles, and career paths to support organizational growth and talent development

  • Promoting teamwork and knowledge sharing across the Investment Services team and the broader FIWA organization

  • Operational Excellence:

  • Coordinate production workflows supporting non-discretionary portfolio management, model rebalances, manager research, and investment IP distribution.

  • Ensure quality control, reasonability checks, and documentation standards are embedded across all operational processes.

  • Drive continuous improvement initiatives to enhance efficiency, reduce risk, and improve service delivery

  • Technology & Infrastructure:

  • Partner with technology teams to define and implement investment infrastructure, including data platforms, portfolio tools, and automation capabilities

  • Lead the prioritization of platform improvements and ensure alignment with FIWA’s strategic objectives

  • Stakeholder Engagement:

  • Foster collaboration with internal partners across Portfolio Management, Research, Compliance, Technology, and Operations

  • Represent FIWA in interactions with external collaborators, such as discretionary managers and data providers

  • Champion FIWA’s operational requirements throughout the wider Fidelity organization

The Expertise and Skills You Bring

  • Bachelor’s degree in Finance, Business, or a related field; MBA or CFA preferred

  • 10+ years of experience in investment operations, preferably within an RIA or asset management firm

  • Strong understanding of model portfolio management, trading systems, and regulatory requirements

  • FINRA Series 7, 63, and 24 licenses (or the ability to acquire within a specified timeframe)

  • Proven leadership and strong project management skills

  • Outstanding communication, critical thinking, and collaborator management capabilities

  • Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Within this role, you will enhance FIWA’s operational capacities to support top-tier investment results. You will establish and guide a high-impact team that stimulates innovation and operational prowess. It is imperative to ensure that FIWA’s investment infrastructure is robust, scalable, and aligned with our strategic aims. Additionally, you will promote a culture of clarity, collaboration, and ongoing enhancement to accomplish detailed delivery of investment services.

The base salary range for this position is $125,000-258,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Investment Operations

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

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

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 12,500 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 $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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