SVP, Head of Credit Alternatives

7 days ago

Aurora, United States Fidelity Investments Full time
Job Description:

The Role

Are you an experienced capital introduction professional with deep knowledge of the alternative investing space? Do you have a track record of success and established relationships with institutional investors and allocators including pension funds, endowments, and RIAs to drive the distribution of alternatives? Can you build relationships and collaborate with an experienced Sales team to generate leads and help execute an end-to-end Sales process? If so, we are excited to speak with you about a Senior Vice President, Head of Credit Alternatives Business Development role in Fidelity's Institutional Client Group (ICG) organization

ICG is the institutional distribution arm of Fidelity's Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients. We are looking for an experienced financial services professional who has experience in alternative credit. The ideal candidate will require a growth mindset, investment acumen and the ability to collaborate across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions.

The Expertise and Skills You Bring
  • Bachelor's degree required - MBA and/or CFA strongly desired
  • 12+ years prior successful capital introduction experience in alternatives from a private equity fund, asset manager, prime brokerage/capital introduction group, or top ranked placement agent
  • Experience working with institutional investors across defined contribution, defined benefit, corporate balance sheet, and insurance general account assets
  • Organized and diligent approach to managing CRM, client communications, and prospect follow-up
  • Outstanding partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and salespeople across various coverage areas, among others
  • Experience in the private markets industry, including hedge funds, distressed debt, real estate, and Private Debt
  • Experience working with alternatives across Product Development, Relationship Management and Sales
  • Strong attention to detail and ability to multi task
  • FINRA Series 7 and 63 required
  • Talent for effectively communicating complex information - both verbally and in writing
  • Desire to work effectively across a collaborative and inclusive culture
  • Strong work ethic and willingness to travel extensively for client meetings and events.
The Purpose and Value of Your Role

The primary goal of the SVP, Head of Credit Alternatives Business Development role is to help the experienced sales team drive AUM growth across Fidelity's alternative investment capabilities. Key responsibilities include:
  • Partner with Investment Portfolio Managers and Sales teams to identify prospect targets
  • Utilize both personal and Fidelity relationships to originate leads, drive engagement, conduct sales meetings and deliver pitches.
  • Collaborate with an experienced Sales and Relationship Management team to develop engagement strategies for existing clients and new prospects
  • Partner with the marketing team to incorporate investor feedback and refine the sales pitch as necessary.
  • Understand market pricing and required product structures for different customer types
  • Harvest and analyze data from proprietary and public information sources to generate best ideas and identify high conviction Sales opportunities
  • Present updates of Sales goals, campaign efforts, and key areas of focus for senior management and internal audiences
  • Proactively attend industry conferences and capital introduction events, and organize road shows.
  • Collaborate with pertinent internal teams to enhance institutional reporting and due diligence requirements
How We Support You
  • Provide competitive base pay and the opportunity to participate in Fidelity's variable compensation program
  • Ongoing training, coaching and personal development time to prepare you for long-term career growth and success
  • Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
  • Access to a variety of employee resource groups and volunteer opportunities within the local community
  • Onsite fitness and wellness centers as well as company subsidized healthy meal options at our onsite cafeterias


Certifications:
Series 07 - FINRA, Series 63 - FINRA

Category:

Sales

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

  • SVP, Head of Credit Alternatives

    1 month ago

    Aurora, United States Fidelity Investments Full time

    Job Description: The Role The Institutional Client Group (ICG) is the distribution arm of Fidelity's Asset Management business with responsibility for managing the investment relationships with Fortune 500, large public sector, endowments/foundations and insurance clients. We are looking for an experienced financial services professional who has experience...

  • Senior Vice President of Alternative Investments

    4 weeks ago

    Aurora, Colorado, United States Fidelity Investments Full time

    Job Title: SVP, Head of Credit AlternativesFidelity Investments is seeking an experienced financial services professional to lead our Credit Alternatives team. As the Head of Credit Alternatives, you will be responsible for driving the institutional distribution strategy for our credit alternative products.About the RoleThe ideal candidate will have a deep...

  • Senior Vice President, Head of Credit Alternatives

    2 weeks ago

    Aurora, Colorado, United States Fidelity Investments Full time

    Job Description:The Institutional Client Group (ICG) is the distribution arm of Fidelity's Asset Management business, responsible for managing investment relationships with Fortune 500, large public sector, endowments/foundations, and insurance clients.We are seeking an experienced financial services professional with expertise in alternative credit to join...

  • Head Lifeguard

    2 weeks ago

    Aurora, Colorado, United States City of Aurora Full time

    Job Title: Head LifeguardAre you passionate about ensuring the safety of others in aquatic environments? Do you have a strong background in lifeguarding and pool operations? We are seeking a highly skilled and experienced Head Lifeguard to join our team at the City of Aurora.About the Role:The Head Lifeguard will be responsible for overseeing the daily...

  • Consumer Loan Underwriter

    2 weeks ago

    Aurora, Illinois, United States NuMark Credit Union Full time

    About NuMark Credit UnionNuMark Credit Union is a growing financial institution dedicated to enriching the lives of its members. With over 170 employees and 13 branches in northern Illinois, we serve over 50,000 members with a full range of financial services.Job SummaryWe are seeking a highly skilled Consumer Loan Underwriter to join our team. As a Consumer...

  • Pediatric Otolaryngology Physician

    1 month ago

    Aurora, Colorado, United States University of Colorado Full time

    Faculty Position in Pediatric OtolaryngologyThe Department of Otolaryngology – Head & Neck Surgery at the University of Colorado School of Medicine is seeking a full-time pediatric otolaryngologist faculty member for its pediatric practice at Children's Hospital Colorado, located in Colorado Springs, Colorado.Key Responsibilities:Provide clinical and...

  • Pediatric Otolaryngology MD, Colorado Springs

    5 months ago

    Aurora, United States University of Colorado Full time

    Pediatric Otolaryngology MD, Colorado Springs (Open Rank: Assistant – Associate Professor)-30005Faculty Description University of Colorado Anschutz Medical Campus Department: Otolaryngology Job Title:  Open Rank- Assistant Professor – Associate Professor Position #:00810223 – Requisition #:30005 Job Summary: The Department...

  • Mortgage Non QM Loan Processor

    3 weeks ago

    Aurora, Colorado, United States American Financing Corp Full time

    Job SummaryWe are seeking a highly skilled Mortgage Non QM Loan Processor to join our team at American Financing Corp. As a key member of our loan processing team, you will be responsible for procuring documents and prepping loan applications for approval.Key ResponsibilitiesMaintain high-volume residential loan pipeline ensuring timely closings of all loans...

  • Mortgage Non QM Loan Processor

    2 weeks ago

    Aurora, Colorado, United States American Financing Corp Full time

    Job SummaryThe Non-QM Loan Processor is a critical role at American Financing Corp, responsible for procuring documents and prepping loan applications for approval. This includes communicating with borrowers, realtors, vendors, and mortgage consultants on the status of loan files.Key ResponsibilitiesMaintain a high-volume residential loan pipeline, ensuring...

  • Speech Language Pathologist

    5 days ago

    Aurora, Colorado, United States University of Colorado Anschutz Medical Campus Full time

    Job SummaryThe Department of Otolaryngology at the University of Colorado Anschutz Medical Campus is seeking a full-time Speech Language Pathologist to join its team. As an active member of the Laryngology and Head & Neck Oncology teams, the successful candidate will work closely with experienced, specialized Otolaryngologists in the outpatient setting, with...

  • Staff Development and Education Specialist

    2 weeks ago

    Aurora, Colorado, United States North Adams Commons Full time

    Staff Development and Education SpecialistNorth Adams Commons is seeking a highly skilled and experienced Staff Development and Education Specialist to join our collaborative and innovative team. As a key member of our team, you will play a vital role in ensuring that our staff receives the highest quality education and training to provide exceptional care...

  • Mortgage Non QM Loan Processor

    4 weeks ago

    Aurora, United States American Financing Full time

    Compensation: $50K in base pay plus up to $20K bonus annually based on production At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders...

  • Headache Open Rank-Assistant, Associate, Professor

    2 months ago

    Aurora, United States University of Colorado Full time

    Headache Open Rank-Assistant, Associate, Professor-34957Faculty Description University of Colorado Anschutz Medical Campus Department: Neurology, Headache Section Job Title: Headache Open Rank-Assistant, Associate, Professor Position #00827659 – Requisition #34957 Job Summary: The Department of Neurology at the University of...

  • Behavioral Health Technician II Overnight Shift

    1 month ago

    Aurora, Colorado, United States University of Colorado Full time

    Job Title:Behavioral Health Technician II Overnight ShiftJob Summary:This position acts as a behavioral health technician to participants of the Reflections for Women program, a 16-bed residential program for women, pregnant women, and women with infant children who have severe substance use and co-occurring mental health disorders.Key...

  • Staff Development Specialist

    2 weeks ago

    Aurora, Colorado, United States North Adams Commons Full time

    Staff Development/EducatorAt North Adams Commons, we are seeking a highly skilled and experienced Staff Development/Educator to join our team. As a key member of our healthcare team, you will play a vital role in ensuring that our staff receives the training and education they need to provide high-quality patient care.Responsibilities:Schedule and coordinate...

  • Behavioral Health Technician II Overnight Shift

    1 week ago

    Aurora, Colorado, United States University of Colorado Full time

    Job SummaryAs a Behavioral Health Technician II, you will play a vital role in supporting the clinical staff in our substance use disorder treatment program. Your primary responsibility will be to observe, monitor, and intervene in the treatment process, ensuring the well-being and safety of our clients.Key ResponsibilitiesObserve and monitor client...

  • Behavioral Health Technician II

    4 days ago

    Aurora, Colorado, United States University of Colorado Anschutz Medical Campus Full time

    Job SummaryThis position acts as a behavioral health technician to participants of the Reflections for Women program, a 16-bed residential program for women, pregnant women, and women with infant children who have severe substance use and co-occurring mental health disorders.Key ResponsibilitiesObserve, monitor, and intervene in drug/alcohol treatment...

  • Customer Support Specialist ONSITE 10AM

    2 weeks ago

    Aurora, Colorado, United States Sonova USA, Inc. Full time

    Customer Support SpecialistAt Sonova, we're seeking a highly skilled Customer Support Specialist to join our team. As a key member of our customer success infrastructure, you'll be responsible for providing exceptional service and support to our customers via various mediums.Key Responsibilities:Serve customers via phone, fax, mail, and/or email by...

  • Medical Assistant

    4 days ago

    Aurora, Colorado, United States University of Colorado Full time

    Job SummaryWe are seeking a highly skilled Medical Assistant to join our team in the Orthopedics department at the University of Colorado Anschutz Medical Campus. The successful candidate will provide exceptional patient care and support to our healthcare team.Key ResponsibilitiesAccurately room patients and obtain vital signs, patient history, and reason...

  • Headache Medicine Specialist

    1 week ago

    Aurora, Colorado, United States University of Colorado Full time

    Faculty Opportunity in Headache MedicineThe Department of Neurology at the University of Colorado Anschutz Medical Campus is seeking a dynamic faculty member to expand its clinical and basic science research programs within the Headache/Pain section.We are seeking an individual who is collaborative, communicative, caring, detail-oriented, organized,...