Vice President, Capital Markets Strategy
At a glance
VP-level Investment & Corporate Development role at Fidelity. CA Work From Home · full-time · $65,000–$210,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Turn macro research and market developments into portfolio views for financial advisors, using written, digital and in-person formats
- Prepare investment commentary on economic, market and geopolitical issues for weekly, monthly and quarterly distribution
- Present the team’s investment views through client meetings, webinars, stage appearances and media engagements
- Work with sales and relationship teams to deliver investment insights to clients across your assigned U.S. territory
- Connect investment insights with sales goals while contributing to a shared team perspective
What you bring
- At least ten years of investment management experience across multiple market cycles
- You hold the required Series 7 and Series 63 licenses
- You bring deep knowledge of equity, fixed-income and alternative markets
- You can interpret market, economic and investment research to develop clear investment views
Who this fits
This senior, client-facing role suits an investment professional who can present market views to varied audiences and work closely with sales and relationship teams. Travel is expected for fifty to seventy-five percent of the role, and candidates already living in the assigned region are preferred. Fidelity will not sponsor immigration for this position.
From the employer
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity institutional is seeking a Capital Markets Strategist with proven global macro subject matter expertise covering equity, fixed income, and alternative markets. The strategist is the primary client facing interface to our advisor clients and should therefore be able to clearly articulate Fidelity’s macro view and how it could translate into portfolio positioning via in-person, digital, and written medium. The strategists will work alongside sales, marketing, and relationship management to bring our insights and point-of-view to our clients and prospects. A successful strategist should elevate the thought-leadership brand of Fidelity, increase our credibility, and contribute to increase investment solution market share.
The Expertise and Skills You Bring
- CFA or MBA preferred.
- 10 plus years investment management experience
- Series 7 and 63 licenses required
- Deep knowledge of the capital markets across equities, bonds, and alternatives. Experience investing through multiple market cycles.
- Ability to consume and synthesize market data, macro trends, internal and external investment research, and economic data to formulate investment insights.
- Display presence and credibility via multi-media presentations to represent the insights and investment views of the team including one-on-one meetings, large venue stage presentations, digital webinars, and media appearances.
- Capable of interacting and influencing both external clients (advisors, shareholders, boards of trustees, due diligence analysts, etc.) as well as internal clients (sales, marketing, relationship management, etc.)
- Creative skills to draft investment commentary, client presentations, social media posts, and investment thought-leadership for external audiences.
- Ability to travel 50-75%
- Act as the face of our asset management global insights, investment, and asset allocation views.
- Formulate and communicate the investment insights and asset allocation positioning on behalf of our sales and relationship management associates to clients.
- Creating weekly, monthly, and quarterly investment commentary across a range of economic, investment, and geo-political topics.
- Evaluate and respond to market and global events, providing an investment point of view pulling from broader views across the Fidelity and externally.
- Cover a geographical area consisting of approximately a fifth of the US supporting all sales and relationship managers, and their clients, who reside in the territory. Candidates who are currently domiciled in that region are preferred.
- Turn investment, market, and economic insights into commercial outcomes aligned to our investment sales goals as a top five asset manager.
- Thrives in a team environment of strong investment professionals to bring differentiated points-of-view and insights into a single team narrative.
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.