Director, Alternatives Personal Investing Channel Strategist

Director, Alternatives Personal Investing Channel Strategist

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The Associate, Alternative Investment Strategy will focus on Fidelity’s Personal Investing (PI) channel. The PI channel supports Fidelity’s High Net Worth clients providing financial planning and advice. This person will be aligned with 4 regions assisting the Vice President, Alternative Strategies with the following : develop and report on investor / rep analytics; highlight high value areas for the strategists; provide support in the completion of documentation, and problem solve, and collect feedback from reps and clients. This person will gain a full understanding of the PI Channel

This person needs to be proficient with fund structures and suitability requirements to invest in alternative products. The person needs to be able articulate the investment process and positioning across a suite of asset management’s alternative products. The person needs to be responsive and willing to work with both PI advisors as well as their clients. The ideal candidate will have strong attention to detail and will need to collaborate with other Fidelity groups to respond to advisor and client inquiries timely and accurately.

The Expertise You Have

• Bachelor’s Degree required.
• Progress towards CFA or CAIA encouraged.
• Series 7 and 63 (or equivalent).
• Strong knowledge of private placements and the Fidelity Personal Investing organization.
• Proven success with business development, intermediary distribution, investor relations and / or wealth management is preferred.
• 2-4 years or greater experience in the investment or wealth management industry, with a history of successfully leading multiple client relationships for a portion of that time.
• Asset management client relationship experience preferred.

The Skills You Bring

The Value You Deliver

Fidelity is an equal opportunity employer and welcomes applications from diverse candidates.

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