Vice President, Alternative Investment Strategist
About The Position
The Role The FI Organization is seeking an Alts Investment Product Strategist with proven subject matter expertise in capital markets, alternative products, and the competitive landscape. The strategist is the primary client facing interface to our advisor clients and should therefore be able to clearly articulate Fidelity’s POV and how it could translate into portfolio positioning. The strategist will work alongside field wholesalers to generate strong sales lift from our clients and prospects. Lastly, the candidate will collaborate with asset and product management resources to influence our product roadmap, develop messaging, and core content to support the asset class. The Team Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Alternatives strategist, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource.
Requirements
- Bachelor's degree required.
- 10 years of sales or product experience preferably some in alternative investments
- Series 7 and 63 licenses required
- Maintains excellent communication, presentation and interpersonal skills
- Ability to influence decisions and direction across FI and in intercompany relationships
- Must have in depth knowledge of Fidelity and/or competitive products
- Excellent time management and organizational skills are critical to success
- Proven ability to successfully build and manage relationships with Advisors
- Demonstrated ability to implement and apply needs-based selling techniques and strategies
- Track record of successful client interaction and follow-up are required
- Ability to build internal partnerships and relationships in a team environment
- Ability to travel >50%
Nice To Haves
- MBA or equivalent graduate degree a plus.
- CFA or CAIA preferred
Responsibilities
- Provide SME on alternative investments to sophisticated buyers at advisor firms; ability to explain the application within a portfolio construction framework
- Support on and off platform sales; engaging in sales interactions, speaking at conferences and to industry gatekeepers and centers of influence
- Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Alternatives strategist, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
