SVP, Investment Consultant Relations

3 weeks ago

Merrimack, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

As a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity s institutional brand and develop conviction in our range of traditional and alternative investing capabilities. Your coverage remit will include both the research groups and field offices of national and regional consultants. Ideal candidates will have established relationships at these consultants and a background in selling or covering strategies in both traditional and alternative assets classes.

  • Develop engagement strategies for consultants under their purview outlining growth opportunities for our broad range of investment capabilities and identifying gating issues that need to be addressed to develop and/or deepen relationships with consultants
  • Work with our Investment Portfolio Managers and sales teams to define prospect targets, understand pricing structures and outline current product structures for different customer types
  • Have a deep understanding of industry competitive dynamics and how to develop and articulate compelling value propositions for investment strategies
  • Lead the process for consultants review and underwriting of Fidelity strategies including the coordination of RFP responses, due diligence meetings, investment reviews, etc.
  • Serve as an internal spokesperson and proponent for consultants under your purview; provide consultant feedback to internal partners
  • Develop opportunities for thought leadership content creation and distribution including partnering with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases
  • Collaborate with marketing and sales to sponsor consultant focused events such as roundtable discussions, webinars, and conferences

The Expertise and Skills You Bring

  • 10+ years working with institutional investment consultants and/or experience working with alternatives in product development, relationship management and sales
  • 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, real estate, Private Debt, BDC s and Direct Lending; liquid alternatives a plus
  • Bachelor s Degree required; MBA and/or CFA strongly desired
  • Series 7 and 63

The Team

The Investment Consultant Relations (CR) group sits within Fidelity Institutional, which is a business unit dedicated to the distribution of Fidelity s equity, fixed-income, alternatives, high-income and global asset allocation investment capabilities to institutional channels. This role joins a team of 13 seasoned relationship managers and analysts dedicated to the investment consultant channel. CR is responsible for all consultant interactions, ratings development, and support of Fidelity investment product for institutional. RMs work across the Fidelity enterprise with client relationship managers and business development professionals in multiple market segments.

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 , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to

accommodations@fmr.com .

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