Fidelity Investments

Vice President, Alternative Investment Strategist

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: Massachusetts • New Hampshire • United States

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Salary

💰 $70,000 - $175,000 per year

Job Level

Lead

About 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.

Requirements

  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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