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Director, Model Portfolios

United States, New York, NY 100000.00 - 155000.00 USD / Year · Job Posted April 21, 2026
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Job Description

Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business.

Job Responsibility

  • Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
  • Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
  • Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
  • Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
  • Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
  • Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space

Requirements

  • Bachelor's degree required
  • MBA, CFA or equivalent graduate degree a plus
  • Series 7 & 63 licenses required (pass within 90 days)
  • 10+ years of financial services experience

What we offer

  • 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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Director, Model Portfolios

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Director, Model Portfolios

Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey mo...
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United States
Salary
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Expiration Date
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Requirements
Requirements
  • Bachelor's degree required
  • MBA, CFA or equivalent graduate degree a plus
  • Series 7 & 63 licenses required (pass within 90 days)
  • 10+ years of financial services experience
Job Responsibility
Job Responsibility
  • Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
  • Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
  • Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
  • Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
  • Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
  • Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space
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  • comprehensive health care coverage and emotional well-being support
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  • generous paid time off and parental leave
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  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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  • Bachelor's Degree in Product Design, Human-Computer Interaction, Interaction Design, Communication Design, Linguistics, or related field AND 8+ years experience in product design, experience design, or a related creative discipline
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  • 2+ years of experience managing or mentoring designers, with a strong preference for player-coach roles where you remained deeply hands-on
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