Strategist / Director

3 weeks ago

Boston MA, United States Fidelity Investments Full time

Director, Alternatives Personal Investing Channel Strategist
Join to apply for the Director, Alternatives Personal Investing Channel Strategist role at Fidelity Investments
The Associate, Alternative Investment Strategy will focus on Fidelitys Personal Investing (PI) channel. The PI channel supports Fidelitys High Net Worth clients providing financial planning and advice. highlight high value areas for the strategists; 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 managements alternative products. Bachelors Degree required.
~ 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.

Proven ability to follow through on projects and be highly responsive to inquiries.
Proficient in promoting multi-asset class investment solutions.
Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.
Outstanding collaboration skills, ability to work appropriately with portfolio managers, product development, legal, compliance and operations.
Expand new business opportunities with Accredited Investor & Qualified Purchaser prospects - particularly with sophisticated HNW clients, while teaming with VP, Alternative Strategists
Develop a significant internal voice on behalf of the alternative product set with regards to the Fidelity Personal Investing community
Excellent organizational skills with ability to prioritize projects.
Passion for financial markets, investment process and provision of effective investment solutions.
Fidelity is an equal opportunity employer and welcomes applications from diverse candidates.
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