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Manager, Product Enablement

Fidelity
  • Durham, North Carolina
  • Remote
    2 days ago
    Fidelity

    Job Description

    Fidelity will not provide immigration sponsorship for this position.

    Job Description:

    The Role 


    As key members of the Wealth Management and Advisory team we are responsible for partnering with distribution partners to develop, implement and support the diverse set of investment solutions to Fidelity Institutional intermediary clients. We are fortunate to contribute to Fidelity’s rapidly growing advice business and capabilities with focus on advice solutions offered to advisors, home offices, and family offices through managed offerings including model portfolios, separately managed accounts, unified managed accounts and technology capabilities and tools. This role will be responsible for supporting the development and management of Fidelity’s FMAX platform. 

    The Manager, Managed Platform Product Manager will support the implementation and ongoing support of Fidelity Institutional’s FMAX offerings with the following core responsibilities.

     

    The Expertise and Skills You Bring  

      

    • Support day-to-day product management activities for the FMAX platform and related managed account solutions
    • Assist in triaging and responding to inquiries related to managed platforms via email and collaboration tools
    • Contribute to product development efforts by helping gather requirements, document workflows, and support testing activities
    • Perform data collection and basic analysis to identify trends, usage patterns, and opportunities for product or process improvements
    • Partner with internal teams (technology, operations, distribution, and service) to help resolve client experience issues and operational questions
    • Support product lifecycle processes, including documentation, release coordination, and post-launch monitoring
    • Assist in preparing materials for internal stakeholders, including product updates, presentations, and reporting
    • Help gather feedback from distribution partners and internal teams to inform product improvements
    • Develop foundational knowledge of managed accounts, platform capabilities, and industry trends 
    • BS degree required.  
    • 3-7 years of experience in financial services, product support, operations, consulting, or related roles
    • Interest in investment products, managed accounts, and wealth management platforms
    • Strong attention to detail and organizational skills with the ability to manage multiple tasks simultaneously
    • Analytical mindset with experience working with data (Excel or similar tools preferred)
    • Effective written and verbal communication skills
    • Ability to collaborate across teams and build strong working relationships
    • Problem-solving skills with a proactive, solution-oriented approach
    • Basic understanding of financial markets, investment products, or brokerage services is a plus
    • Familiarity with tools such as Excel, PowerPoint, and collaboration platforms (e.g., Teams)

     

    The Team 


    In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s Managed account platform (FMAX) grow in the marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers. 

    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.

    Certifications:

    Category:

    Product Management

    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.

    Numbers & Facts

    LocationDurham, North Carolina (
    Remote
    )
    IndustryBanking
    Company Size10,000 employees or more
    Year Founded1946
    Websitehttps://jobs.fidelity.com/

    About Company

    We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

    Skills

    • Analysis Skillsunmatched
    • Brokerageunmatched
    • Business Growthunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Experienceunmatched
    • Data Collectionunmatched
    • Detail Orientedunmatched
    • Distribution Channelunmatched
    • Distribution Servicesunmatched
    • Documentationunmatched
    • ERISA (Employee Retirement Income Security Act of 1974)unmatched
    • Email Management/Administrationunmatched
    • Financial Servicesunmatched
    • Industry/Trade Analysisunmatched
    • Investment Servicesunmatched
    • Microsoft Excelunmatched
    • Microsoft Exchange Serverunmatched
    • Microsoft PowerPointunmatched
    • Multitaskingunmatched
    • Office Managementunmatched
    • Operational Supportunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Product Developmentunmatched
    • Product Lifecycleunmatched
    • Product Managementunmatched
    • Product Supportunmatched
    • Regulationsunmatched
    • Requirements Managementunmatched
    • Resolve Customer Issuesunmatched
    • Sales Presentationunmatched
    • Securitiesunmatched
    • Securities Investmentsunmatched
    • State Laws and Regulationsunmatched
    • Stock Marketunmatched
    • Support Documentationunmatched
    • Team Playerunmatched
    • Technical Operationsunmatched
    • Trend Analysisunmatched
    • Wealth Managementunmatched
    • Writing Skillsunmatched

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