Adoption Lead driving enterprise use of Microsoft 365 Copilot and Power Platform at a leading financial institution. Focused on user training, community building, and maximizing productivity tool ROI.
SF
Hybrid Vice President, Wealth Advisory – Managed Solutions Performance Lead
Posted 17 hours ago
About the role
- Vice President, WAMS Performance Lead driving performance and client reporting for advisory solutions. Overseeing projects, stakeholder collaboration, and strategic planning to enhance client experience.
Responsibilities
- Serve as the primary business product owner for wealth advisory managed solutions performance and client experience capabilities
- Establish and drive execution of the performance and client reporting product vision, business requirements, and capability roadmap across discretionary and non-discretionary solutions for intermediary clients (equity, fixed income, multi-asset class)
- Oversee multiple projects and initiatives concurrently, identifying and managing dependencies
- Partner with product, investment, performance measurement, distribution, technology and other key stakeholders to drive requirements definition and technical implementation of product performance, analytics and overall client product experience
- Act as the primary performance and client reporting liaison to business and technology stakeholders on an ongoing basis; influencing and advocating for the prioritization of the performance and client reporting roadmap given business and enterprise needs
- Anticipate and stay current with evolving market, regulatory and consumer demands to identify competitive differentiators, influence strategic planning and client experience design
- Provide business support and oversight of the recurring creation/publication of performance artifacts at the account and composite levels
- Define and manage performance reporting policies, methodologies, process, and client experience
Requirements
- Bachelor’s degree required
- CIPM or CFA preferred
- Fifteen plus (15) years of progressive financial services experience, preferably in performance analysis, client reporting/experience, or product management roles
- Demonstrated expertise in investment performance analysis, business analysis, project management or process improvement
- Track record leading teams in supporting internal and external clients with their data and reporting needs
- Strong analytical and critical thinking skills with the ability to understand and resolve complex problems
- Understanding of accounting and investment performance reporting
- Understanding of modern portfolio theory and related concepts of risk and return a plus
- Understanding of metrics used to evaluate portfolio construction (e.g., yield, spread, active weights, concentrations) a plus
- Knowledge of managed accounts, model portfolios and separately managed accounts (SMA) processes, data and industry practices a plus
- Proficiency and understanding of performance related industry standards, Investment Advisor Marketing rule, and regulatory compliance requirements
- Strong communication skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally
- Project Management skills required to successfully drive projects across the company and run critical dependencies
- Knowledge of agile working models is preferred
- Work collaboratively across the Fidelity Enterprise and possess strong influence management skills while maintaining productive long-term working relationships
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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