Vice President, Alternative Investment Strategist

Fidelity Investments

Investment Product Strategist at Fidelity, developing and articulating alternative investment strategies. Collaborating with cross-functional teams to drive sales and manage client relationships.

Posted 4/17/2026full-timeMassachusetts, New Hampshire, New Jersey, New York, Rhode Island • 🇺🇸 United StatesLead💰 $70,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree required
MBA or equivalent graduate degree a plus
CFA or CAIA preferred
10 years of sales or product experience preferably some in alternative investments
Series 7 and 63 licenses required
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%

Benefits

Comp & perks

comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off
parental leave
charitable giving employee match program
educational assistance including student loan repayment
tuition reimbursement
learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

capital marketsalternative productssales experienceproduct experienceneeds-based selling techniquesportfolio positioningclient interactionrelationship management

Soft Skills

communication skillspresentation skillsinterpersonal skillsinfluence decisionstime managementorganizational skillsteam collaborationrelationship building

Certifications

Bachelor's degreeMBACFACAIASeries 7 licenseSeries 63 license