Job Description:

The SVP, Alternatives Institutional Portfolio Manager (IPM) is responsible for aligning the ongoing management, innovation, development and delivery of alternatives investment solutions provided by Fidelity Investments (FMR). The IPM will partner with Fidelity’s distribution businesses to retain the existing client base and grow institutional assets under management in collaboration with various Fidelity business units.

A successful candidate will:

Build the go-to-market sales strategy for the direct lending and credit alternative products, which will include a total addressable market analysis, partnering with sales teams internally to define prospect targets, understanding of accurate pricing structures and outlining the current product structures for different customer types

Work with product, legal, compliance, sales and others in the structuring of products

Collaborate with sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, to educating internal sales teams to working through prospect’s due diligence process to working with client servicing

Build visibility and education around our alternatives business for internal sales channels including how alternatives fits into overall portfolio allocation through prospect’s due diligence process to client reporting

Ensure we are selling into the right target audience including support of all sales channels

Work with marketing teams to craft client-facing collateral including understanding proper risk statistics to highlight

Provide client and consultant feedback to senior leaders

Identify thought leadership events and coordinate roundtable discussions with the support of sales and marketing

Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases

Explain our competitive advantage and bring the full Fidelity to the market

Work with clients on understanding periodic performance reports and annual reviews

Collaborate on new products and be creative in bring value to our clients

The Expertise and Skills You Bring

Experience in the private markets industry, including hedge funds, real estate, Private Debt, BDC’s and Direct Lending; liquid alternatives a plus

15+ years’ experience working within alternatives in product development, relationship management and sales

Ability to break down sophisticated products and structures for various levels of staff and clients

Experience in creating product promotion materials, articles and public speaking

Proven track record when working with uncertainty in building and executing a fast growing business segment

Outstanding collaboration skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and sales people across various coverage areas, among others

The Team

The Asset Management Compliance, Risk and Business Operations (CRBO) team comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, platform modernization, innovation, and talent development.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Accommodation Language

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 please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2

For roles based in Germany: Contact accomodationsgermany@fmr.com

For roles based in Ireland: Contact accomodationsireland@fmr.com

Fidelity Privacy policy

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Safety remains Fidelity’s top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.