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 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%

• 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

• Note: Fidelity will not provide immigration sponsorship for this position.

 

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.

The base salary range for this position is $70,000 - $175,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales