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Vice President, Alternative Investment Strategist

Fidelity Investments · US

Job Description: The Role The FI Organization is seeking an Alts Investment Product Strategist with proven subject matter expertise in capital markets, alter...

Job description

Job Description: 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 Expertise and Skills You Bring 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 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...