Vice President, Capital Markets Strategy

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Act as the primary interface for advisor clients, representing Fidelity.

• Convey Fidelity’s global macro perspective and translate it into portfolio strategies through various formats including in-person meetings, digital platforms, and written communications.

• Collaborate with sales, marketing, and relationship management teams to deliver insights and perspectives to clients and potential clients.

• Enhance Fidelity’s thought-leadership reputation and aid in the growth of investment-solution market share.

• Represent Fidelity’s global asset-management insights, as well as investment and asset-allocation perspectives.

• Develop and communicate investment insights and asset-allocation strategies on behalf of sales and relationship management teams.

• Produce weekly, monthly, and quarterly investment commentary on topics related to the economy, investments, and geopolitical events.

• Assess and respond to market and global developments by providing investment insights from both Fidelity and external sources.

• Cover a geographical region that includes approximately 20% of the United States, supporting sales and relationship managers and their clients in that area.

• Translate investment, market, and economic insights into commercial outcomes that align with investment sales objectives.

• Work in collaboration with investment professionals to craft a unique single-team narrative.

⛳️ Requirements

• CFA or MBA is preferred.

• A minimum of 10 years of experience in investment management is required.

• Series 7 and 63 licenses are mandatory.

• Extensive knowledge of capital markets, including equities, bonds, and alternatives.

• Proven experience in investing through various market cycles.

• Capability to analyze and synthesize market data, macroeconomic trends, and both internal and external research to develop investment insights.

• Proficient in delivering multimedia presentations, ranging from one-on-one meetings to large venue presentations, digital webinars, and media appearances.

• Ability to interact with and influence both external clients and internal teams.

• Creative skills to draft investment commentary, client presentations, social media content, and thought-leadership materials.

• Willingness to travel 50-75% of the time.

• Preference will be given to candidates based in the designated region.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Competitive retirement options.

• Generous paid time off policy.

• Parental leave benefits.

• Employee matching program for charitable contributions.

• Educational assistance, including student loan repayment and tuition reimbursement.

• Access to learning resources for career development.

• Bonus or other variable compensation may be offered depending on the position and eligibility.