Investment Services provides investment-related support and education for Fidelity Investments Personal and Workplace Investing associates and clients across all segments. Investment Consultants are an internal group of professionals with broad financial backgrounds focusing on money management and consulting. This group is available to help Plan Sponsors make educated investment-related decisions associated with their DC or DB plans.
The Investment Consultant within Investment Consulting Services (ICS) will act as the primary investment contact within Personal and Workplace Investing(PWI) for clients regarding their 401K plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity.
The Investment Consultant will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with his/her designated clients but particularly with focus on the "investment decision maker". Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a "finals" presentation.
He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group.
The Investment Consultant (IC) is responsible for servicing the investment needs of an assigned book of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship.
Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up.
The role requires a high volume of client interaction either by phone or face to face.
The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role. The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, and the ability to work in a team environment.
Travel: intensity will depend on client location, but in any event can often be
accomplished via "day trips". 35% -50% travel required
Education and Experience
MBA and/or CFA/CFP strongly preferred.
Minimum of 5 years investment consulting experience.
Ability and desire to identify, and build relationships with their client's investment decision-maker.
Skills and Knowledge
Detailed understanding of Fidelity's mutual funds and other investment vehicles, plus those of our Fundsnet partners and a general understanding of the various non-mutual fund investment vehicles that often accompany institutional plans.
Excellent understanding of the economy and its drivers.
Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of funds.
Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process.
Excellent understanding of 401K investment menu design.
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit
Bachelor's Degree (±16 years)
Yes, 50 % of the Time
Fidelity Investments - 2 years ago
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of...