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VP – FIA Product and Carrier Management

VP – FIA Product and Carrier Management

CompanyFidelity Investments
LocationSmithfield, RI, USA, Merrimack, NH, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelExpert or higher

Requirements

  • Bachelor’s degree or equivalent experience, MBA a plus
  • 15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired
  • FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire
  • Strong knowledge of financial services, investing and retirement income planning
  • Strong influencing skills
  • Excellent verbal communication skills and presentation abilities
  • Effective in a team-orientated environment

Responsibilities

  • Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products
  • Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered
  • Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience
  • Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform
  • Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies
  • Oversee the relationships of our eight (8) key FIN partners, including regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings
  • As a securities’ licensed Registered Principal, review and approve all customer-facing content
  • Build and maintain strong relationships with FIA business partners – Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations
  • Be an effective contributor and role model for teamwork across the Fidelity organization.

Preferred Qualifications

  • MBA a plus
  • Consistent track record in financial services product management and carrier relationship management