Job Description:

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 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.

The Expertise You Have

• 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

The Skills You Bring

• 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%

The Value You Deliver

• 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

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).”

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.