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Vice President, Wealth Advisory Managed Solutions Performance Lead

Fidelity Investments · Boston, Massachusetts, US

Job Description: The Role Fidelity Institutional’s mission is to help intermediary and institutional clients cut through complexity and achieve better outcomes.

Job description

Job Description: The Role Fidelity Institutional’s mission is to help intermediary and institutional clients cut through complexity and achieve better outcomes. The Wealth Advisory Managed Solutions (WAMS) team plays a key role in this mission through developing and delivering customized investment solutions, industry-leading managed platforms, and investment capabilities. This team drives critical growth initiatives for Fidelity, FI and IWMS. The Vice President, WAMS Performance Lead will drive the development and oversight of advisory and discretionary managed solutions performance and client reporting capabilities, with the following core responsibilities: Serve as the primary business product owner for wealth advisory managed solutions performance and client experience capabilities. Establish and drive execution of the performance and client reporting product vision, business requirements, and capability roadmap across discretionary and non-discretionary solutions for intermediary clients (equity, fixed income, multi-asset class). Oversee multiple projects and initiatives concurrently, identifying and managing dependencies. Partner with product, investment, performance measurem...