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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Boston, New Hampshire

Salary: $173K - $265K

Fidelity is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.3 trillion in assets under management, and, as of December 2022, their assets under administration amount to $10.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.

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 & 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

The Team

Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.

 

Certifications:

 

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.