VP, Investment Services - Group Manager

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Job Title: Vice President – Investment Strategist Group Manager

 

The Role

This position is responsible for delivering comprehensive investment consulting support to Workplace Investing retirement plan clients, providing leadership and oversight to a team of investment strategists, and driving collaboration and alignment with Asset Management and Institutional business partners to support strategic business objectives.

 

This role provides leadership, coaching, and strategic direction for a team of 10-15 Investment Strategists, ensuring the delivery of exceptional investment expertise, client support, and asset growth outcomes. The position is accountable for all aspects of people leadership, including talent development, performance management, coaching, training, succession planning, compensation decisions, and fostering a high-performing team culture. The leader works closely with associates to support assets under management (AUM) retention and growth, investment reviews, and advisor and consultant engagement, while maintaining active involvement in client-facing activities and investment presentations.

In addition to team leadership, the position requires deep investment acumen and a commitment to ongoing professional development through engagement with portfolio managers, industry research, and market insights. Strong partnership skills are essential, as the role works closely with Managing Directors, Account Executives, Investment Analysts, and product teams to understand client needs, support sales opportunities, develop investment solutions, and deliver consistent, high-quality client experience. 

This team serves as a key partner across the organization, collaborating with product, distribution, sales and investment teams to support asset management product launches, thought leadership initiatives, FundsNetwork and FIAM product strategies, and broader business growth objectives.

 

The Skills and Expertise you Bring

• This role requires exceptional communication, presentation, and relationship management skills, with the executive presence and credibility to effectively engage and influence senior leaders, boards, and key stakeholders.
• The successful candidate will be highly organized, self-directed, and capable of managing multiple priorities and deadlines in a fast-paced environment while maintaining a high standard of quality and responsiveness.
• You must demonstrate strong strategic and creative thinking, with the ability to translate complex business, investment, and industry topics into clear, compelling recommendations and client-facing solutions.
• The ideal candidate will possess deep knowledge of retirement and investment products, including both proprietary and non-proprietary offerings, as well as a thorough understanding of industry trends, market dynamics, business economics, and the regulatory environment.
• You will have a proven ability to influence outcomes through a consultative approach, balancing strong conviction and leadership with collaboration, sound judgment, and diplomacy.
• Success in this role requires the ability to work effectively across all levels of the organization, build trusted partnerships, navigate complex situations, and drive alignment among diverse stakeholders. Demonstrated leadership experience, including developing talent, coaching teams, leading through change, and delivering results in a highly matrixed environment, is essential.
• Bachelor’s degree required, MBA or other advanced degree preferred
• 15 plus years of experience in the financial services industry
• A thorough understanding of the industry, financial markets, and competitive landscape
• Prior leadership experience
• Series 7, 63 required; 24 must be obtained within the first 90 days in position

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 $130,000-$264,000 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:

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Consulting