Edwin Pierre Email & Phone Number

Boston, Massachusetts, Us

Responsible for driving client-centric growth initiatives, enhancing product offerings, and strengthening relationships with institutional clients.• Directed product development and strategic initiatives for the firm's ETF business, leading to the successful creation and incubation of five fully transparent active ETFs.• Led expansion of the firm’s retail SMA initiative by creating tailored educational content and developing a comprehensive incubation product list.• Led the Americas Institutional Group's market review project, analyzing market segments to deliver insights that optimized marketing resources and budget allocation, identifying the top three segments.

Boston, Massachusetts, Us

Maximized Wellington's capacity to identify, develop, and launch innovative investment strategies for clients. Conducted market research and gap analysis to recommend product development priorities informed by client demand, competitive insights, and structural market trends. Served as the global point of contact for new product ideas across all asset classes and responsible for making product recommendations to the Product Innovation Capital Commitment Committee.Key Contributions:• Drove product development lifecycle for long-only fixed income, equity, and alternative investment products.• Partnered cross-functionally with idea sponsors and teams throughout the firm to develop, implement and successfully launch three UCITS funds and numerous Collective Investment Trusts funds and Cayman Limited Partnerships.• Led the firm’s Advisory Business Project working group tasked with studying the Advisory market and to develop and implement a scalable global strategy with supporting infrastructure for the Advisory business.

Provided leadership and advocacy for Wells Fargo Funds, focusing on product management, enhancements, and development. Led a cross-functional team in executing the full product development lifecycle, overseeing fund launches, mergers, and product changes. Collaborated with sales, relationship management, portfolio management, operations, legal, technology, and marketing to ensure project success. Conducted investment analyses to identify optimal strategies and products for the business.Key Contributions:• Responsible for product positioning, strategy, and marketing support of over a dozen unique domestic value and quantitative equity strategies across three distinct distribution channels, encompassing over $20B in AUM.• Led product rationalization initiative to address current and future state product set, and the lack of differentiation in the marketplace, resulting in the reduction and repositioning of funds.

Boston, Ma, Us

Oversaw the development, training, marketing, and the ongoing management of the product offerings from Private Wealth Management. Conducted market research and competitor analysis to guide product development, creating effective positioning strategies. Analyzed pricing models and market growth potential, assessing the impact on operations, marketing, and upfront technology investments, leading to increased sales and revenue.Key Contributions:• Part of the original management team responsible for developing and articulating the original business case for and the launch of the Fidelity Private Wealth Management® pilot and national expansion. • Responsible for designing, implementing, and overseeing the end-to-end client experience including sales process design, relationship strategy, channel development, and advisor training.• Partnered closely with Investments, Wealth Planning, Compliance, Legal, Sales and other groups for the implementation of the Private Wealth Management’s group extended high net worth advisory offering.

Managed the product strategy, advocacy, and development for the firm’s non-U.S. investment strategies. Partnered directly with CIOs and portfolio managers to assess strategies and the competitive landscape. Conducted presentations and trained client-facing staff on investment strategies, performance and positioning. Spearheaded institutional product developments, including Fidelity’s local currency bond fund and the global equity strategy.Key Contributions:• Key player in moving the firm’s Global Equity Income strategy from ideation to pilot to Board authorization.• Skillfully led cross functional 8-member team to develop, implement and successfully launch two emerging markets funds, Fidelity Emerging Markets Discovery and Fidelity Total Emerging Markets. • Directed product education workshops and developed product positioning, competitive analysis, and supporting marketing materials resulting in the generation of more than $4B in AUM.

Boston, Ma, Us

Four six-month rotational assignments in different business groups across geographic regions designed to accelerate and develop high-potential talent by providing leadership training and business challenges that will propel participants into senior management roles within the company.Rotation 4: Product Strategy – Fidelity Management and Research CompanyRotation 3: e-Delivery Workstream Lead – Cross Enterprise/Super Six Initiative Rotation 2: Initiatives and Portfolio Manager - Financial Services Rotation 1: Strategic Marketing Analyst - Personal and Workplace Investing

New York, Ny, Us

Constructed, implemented, and monitored customized investment portfolios for high-net-worth clients, managing over $150MM in assets and generating nearly $1.5MM in annual revenue. Conducted comprehensive review of client portfolios, including meeting with clients and attorneys to assess strategies based on investment objectives and risk profile, and prepared customized asset allocation suggestions. Oversaw compliance, optimized fund line-ups, and implemented investment policy statements.Key Contributions:• Increased sales and cultivated a loyal customer base by evaluating current and potential clients’ needs and identifying sales opportunities to meet those needs.• Provided educational support to clients and colleagues, sharing insights on investment strategies, market trends, and portfolio management techniques.• Improved revenue-generation capabilities across business lines through cross-selling and marketing of complementary banking and credit, specialty asset management, and trust services.• Received the Premier Achievement Award – Private Wealth Group in 2006.

Us

Trust Analyst (2004-2005) • Supervised and trained junior staff members. • Reviewed financial statements and served as direct liaison between clients and internal Mellon teams.Senior Trust Specialist (2001-2004) • Supported transactions processing for complex institutional investors.• Monitored daily cash management, trade processing of equity, fixed, and derivative instruments in both foreign and domestic markets.

New York, Ny, Us

• Contributed to the building and managing of client relationships, successfully increasing assets by +20%.