Senior Manager, Portfolio Strategist
Westlake, Texas, United States of America
Full Time
1 week ago
No Visa Sponsorship
Key skills
CommunicationSales
About this role
Role Overview
- Deliver value to advisors and institutional clients
- Synthesize Fidelity’s intellectual capital into portfolio construction
- Collaborate with Portfolio Strategists
- Communicate key findings & actionable guidance clearly
- Work alongside business partners
Requirements
- 3+ years' relevant work experience
- Background in portfolio decision-making across multiple asset classes
- CFA charterholder or progression toward CFA designation
- FINRA Series 7 & 63 licenses required within four months of joining
- Proven investment acumen
- Solid understanding of mutual fund and ETF landscape
- Strong sales communication & writing skills
Benefits
- Health insurance
- 401(k) matching
- Professional development opportunities