Investment Adviser Career Center

Managing Director / Managing Counsel, State Street Investment Management Legal - Institutional Distribution, Americas The Opportunity State Street Investment Management (SSIM) is seeking a seasoned attorney and strategic legal leader to serve as Managing Director, Managing Counsel, Institutional Distribution, Americas. Reporting to the Chief Legal Officer for State Street Investment Management, this individual will lead and manage the legal team supporting the Client Coverage Group and institutional distribution activities across the Americas, covering the United States, Canada and Latin America. The Managing Counsel will provide practical, commercially focused, and actionable legal advice regarding institutional client relationships, investment management agreements, investment guidelines, separately managed accounts, institutional funds, and related distribution and marketing activities. This is an important leadership role requiring deep investment management...

Fidelity will not provide immigration sponsorship for this position. Job Description: Investment Management Consultant II Note: Fidelity will not provide immigration sponsorship for this position. The Role The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. The Expertise and Skills...

Fidelity will not provide immigration sponsorship for this position. Job Description: Investment Management Consultant II Note: Fidelity will not provide immigration sponsorship for this position. The Role The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. The Expertise and Skills...

Opportunity Overview Team Overview: An exciting opportunity within Branch Investment Management (BIM) for a Digital Product Owner to deliver our next generation of investment management digital experiences and capabilities to our branch teams.   The ideal candidate will have Investment Management knowledge with deep understanding of portfolio analysis and portfolio construction concepts as well as our tools such as Portfolio, Portfolio Rebalancer, and Web Order Entry. Agile experience is a plus.   The primary focus will be a leading multi-discipline team to deliver the next generation of our Investment Management digital capabilities. Operating at the intersection of business strategy and technology development, the Digital Product Management teams provide a dynamic, collaborative, and fast-paced environment. In either role, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.   What You'll...