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Vice President, Investment Director
Fidelity Investments
San Francisco, CA, United States
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Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you have experience developing and maintaining investment-focused relationships? Join us in this client-facing role that is critical to the success of the Fidelity Family Office Services (FFOS) business as we help clients fulfill their investment needs.
The Expertise We’re Looking For
• Bachelor’s degree required, master’s degree in finance or business a plus
• Certified Financial Analyst (CFA) Charter
• Series 7 and 63 licenses
• 10+ years of experience in the family office and/or institutional asset management business
• Investment management, consultative relationship management and/or sales experience
The Purpose of Your Role
FFOS serves single (SFO) and multi-family office (MFO) and ultra-high net worth (UHNW) investors where complex issues accompany the benefits of extraordinary wealth. Through a combination of service, technology and wealth management products and reporting services we provide an integrated solution unique to the family office and UHNW marketplace.
The Vice President, Investment Director (ID) will have responsibility for developing and maintaining investment-focused relationships with up to 50 of FFOS’ largest and most sophisticated single and multi-family office clients and prospects within the region. The objective is to become a primary strategic resource for clients and to identify and close large investment mandates.
The Value You Deliver
• Developing and maintaining direct relationships with senior investment executives in FFOS’ largest and most sophisticated clients and prospective clients in the region
• Earning the trust of these professionals and ultimately being the first call whenever they have an investment problem or need that requires a solution
• Helping clients solve their investment problems both with best-in-class Fidelity solutions and through other investment providers as appropriate, when an in house capability does not exist
• Working and communicating closely with the FFOS sales and relationship management teams on their prospects and clients, and leading them in supporting and furthering a sophisticated investment dialogue with these firms
• Capturing key investment themes from clients and communicating them to other family office professionals and the FFOS team
• Collaborating and sharing resources with the Investment Directors in other regions
• Contributing ideas to the internal and external product development effort by identifying and communicating client demand
• Engaging as a full participant in the cultural fabric of FFOS, and, over time, becoming a leader in that culture
• Exhibiting Fidelity and FFOS values, including a spirit of collaboration and partnership with FFOS Associates and other Fidelity Associates
The Skills You Bring
• Your substantial knowledge and experience in all asset classes, including the full spectrum of alternative asset categories
• You have a passion for investing, continuous learning and coaching
• You maintain a deep knowledge of markets and investment trends, opportunities and solutions across public and private markets, and are able to engage in dialogue around these topics
• You have very strong listening, verbal and written communication skills
• Your demonstrable relationship development and management skills
• You have a track record of getting things done coupled with creative thinking and strong problem solving skills
• You have an understanding of the SFO and MFO segments of the UHNW market
How Your Work Impacts the Organization
Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Through a combination of service, product, and technology we provide an integrated solution unique to the Family Office marketplace. FFOS is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture: https://familyoffice.fidelity.com/app/item/RD_13569_44227.html
At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.