Senior Manager - Exchange Fund Specialist

Fidelity•Greenwood Village, CO

2d•Onsite

About The Position

As an exchange fund specialist, you will play a critical role in driving the growth and adoption of Fidelity’s Exchange Fund. You will act as a key connector across the investment, operations, and distribution teams, while serving as a subject matter expert and trusted partner to advisors and clients. This individual will need to become a subject matter expert on exchange funds and will be expected to spend a significant amount of time providing education to potential customers. The person needs to be adept at and willing to work with Fidelity representatives, third party advisors, and their clients while providing a strong partnership with Fidelity’s investment management and investment operations teams. The successful candidate will have a passion for learning, ability to be collaborative and have excellent organization and communication skills.

Requirements

Bachelor’s degree required.
Series 7 and 63 (or equivalent) preferred, or ability to obtain within role.
5+ years of experience in financial services or investment management.
Demonstrated success managing client relationships, ideally within asset management.
Familiarity with private funds and alternative investment structures.
Proven ability to manage multiple priorities independently in a fast-paced environment.
At least three years of experience in product management, distribution, or client engagement, particularly with private clients and their advisors.
Knowledge of or strong interest in tax-efficient investment strategies along with a willingness to gain an understanding of all aspects of an exchange fund.
Ability to quickly develop deep expertise across the structure, tax and investment aspects of an exchange fund and translate the concepts into clear, client-friendly messaging.
Strong presentation and communication skills, with experience across one-on-one meetings, group settings, and conferences.
Highly detail-oriented with strong execution and follow-through.
Consultative, relationship-driven mindset with a focus on client outcomes.
Strategic mindset.

Nice To Haves

MBA or advanced degree preferred.

Responsibilities

Act as a key connector across the investment, operations, and distribution teams.
Serve as a subject matter expert and trusted partner to advisors and clients.
Provide education to potential customers on exchange funds.
Work with Fidelity representatives, third-party advisors, and their clients.
Provide a strong partnership with Fidelity’s investment management and investment operations teams.
Help shape and scale the support models as the exchange fund business grows.