Vice President, Head of Custom SMA Product Greater Boston, MA Area

The Company is seeking a Vice President, Head of Custom SMA Product to join their Wealth Advisory Managed Solutions team. The successful candidate will be a key member of the team, responsible for the development, implementation, and support of a diverse set of investment solutions for intermediary clients. This role is pivotal in the rapidly growing segment of the managed solutions market, and the VP will be at the forefront of supporting the strategy, design, and ongoing management of custom SMA offerings, including direct indexing, factors, active equity, and fixed income solutions. The VP will also be tasked with leading a team of product leaders, making strategic decisions, driving new product development, and continuously assessing product market fit to meet the needs of customers and the market. Applicants for this role at the company should have a BS degree, with an MBA and/or CFA preferred, and at least 15 years of financial services experience, particularly in product management, development, or strategy. The role requires a deep understanding of SMA offering development, the financial intermediary marketplace, and the competitive landscape of the managed accounts industry. Strong analytical, critical thinking, and project management skills are essential, as is the ability to influence and engage with stakeholders at all levels. The VP will be expected to communicate effectively, both in presenting business requirements and in collaborating with technology partners. The position demands a leader who is adept at managing internal and external communications, and who can work collaboratively across the enterprise to drive the growth of the company's wealth and managed solutions in the marketplace.

Hiring Company

Fidelity Investments