Senior Manager, Advisor Oversight

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Strategic Advisers’ Advisor Oversight Team is responsible for due diligence, on-boarding, and ongoing oversight of third party providers primarily in the Strategic Adviser Mutual Funds and Separately Managed Account Programs, as well as in other Fidelity Asset Management product offerings.  We provide risk and oversight guidance for product initiatives.  The Team supports the strategic growth of SAI, the broader Asset Management, and our distribution channels through sub-advised funds and separately managed account offerings.

 

• Support aspects of the initial due diligence process for third party providers
• Prepare Board reporting in support of initial candidate presentations, quarterly reporting, and annual contract renewals
• Provide relationship management for third party providers through periodic and ad-hoc engagements
• Support internal and external partners on implementation activities
• Coordinate oversight materials in support of quarterly Steering Committee and Board meetings
• Support multi-program initiatives, including but not limited to alignment of due diligence and oversight processes across the team’s engagements

The Expertise and Skills You Bring

• 6+ years working experience
• Bachelor’s degree required
• Background in financial services, compliance, operations, or relationship management a plus
• Your experience working collaboratively with firm-wide teams
• Your attention to detail and strong analytical, organizational, communication and problem-solving skills
• Your ability to support initiatives and issues and see them through to completion
• Strong relationship management and communication skills
• An ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities
• Sound judgment regarding when to escalate issues and concerns
• High level of personal integrity and professionalism

 

The Team

 

The Strategic Advisers Advisor Oversight team is seeking a motivated individual to support the initial due diligence, ongoing oversight, and implementation for third party providers. In this role the individual will be responsible for providing support to our investment team and safeguarding Fidelity’s reputation for our Board of Trustees and Shareholders. The individual will be responsible for maintaining relationships within SAI, internal cross company business partners, and external partners at both the management and working team levels. Oversight activities include quarterly reviews, annual contract renewals and brokerage reporting.                                                                                                                

 

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. Please email us at [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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.

The base salary range for this position is $85,000-171,000 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.

Certifications:

Category:

Investment Operations