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Research Lead, Financial Industry Disruptors

Company: Fidelity Investments
Location: San Francisco
Posted on: September 18, 2023

Job Description:

Job Description:The RoleFidelity has a strong focus on growth and innovation. FCAT (Fidelity Center for Applied Technology) is Fidelity s core innovation catalyst, helping Fidelity imagine the possibilities and realize the benefits of new ideas and emerging technologies.We re looking for an ambitious, naturally curious, organized, and analytical thinker to lead research focused on financial industry disruptors the people, firms, startups, and technologies that are changing the financial services industry. By crafting a point of view on startup-led disruption in financial services, you will fuel Fidelity s strategic planning with outside-in perspectives and insights. Your research will spark new initiatives within FCAT and empower Fidelity to understand and act upon opportunities to enter new markets, deliver new products or capabilities, and expand competencies that deliver more value to our customers.You will:

  • Lead primary and secondary research on the financial services and fintech landscapes, with a bias toward long-term, seismic-level trends and disruptors
  • Use qualitative and quantitative analysis to develop defensible points of view that matter to Fidelity
  • Create and deliver content (reports, presentations, and startup showcases) that educates Fidelity s senior leadership on the most relevant trends and strategic opportunities
  • Consult with decision makers to inform forward-looking strategiesThe Expertise and Skills You Bring
    • Understanding of the fintech startup ecosystem and emerging technology landscape (such as blockchain, AI, and VR / AR) with insight on how they have evolved over time
    • The ability to synthesize, simplify, and communicate complex ideas in an impactful way showing initiative and creativity in the process
    • Understanding of how the financial industry operates, from regulation, business models, foundational technologies, products, and customers
    • Familiarity with how venture capital and private equity leaders think, invest, and operate
    • Knowledge of how senior executives, founders, and investors communicate and make decisions
    • MS degree preferred; MBA is a plus
    • Excellent research, writing, and advisory capabilities
    • Critical thinking and insatiable curiosity: the ability to identify and succinctly explain tech-led disruption across the financial services industry
    • Networking and communication skills: the ability to connect and build trust with founders, investors, and senior executives. You speak two languages: institutional and startup.
    • Openness to working with an editor and your team to make your written deliverables and presentations as strong as possible
    • Strong organizational and project management skills; the ability to help colleagues develop their skills and expertiseThe Value You Deliver
      • Thought leadership
      • Reports that define and establish the way Fidelity looks at the future of fintech
      • Presentations that explain your research and ideas and provoke new thinking and action
      • Showcases that expose Fidelity leaders to the most interesting, impactful startups disrupting the industry
      • Consultations that help Fidelity leaders understand your research and incorporate that knowledge into their most important strategic initiatives.

        The base salary range for this position is $124,000-$262,000 per year. \u00A0Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.
        Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0
        We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.Certifications:Company OverviewFidelity Investments is a privately held company with a mission--to strengthen the financial well-being of our clients.--We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a--, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to--Find Your Fidelity--at--.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, San Francisco , Research Lead, Financial Industry Disruptors, Accounting, Auditing , San Francisco, California

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