SVP, Investment Consultant Relations

3 weeks ago


Aurora, United States Fidelity Investments 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:

Category:

Consulting

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).

  • Aurora, United States Booz Allen Hamilton Full time

    General Management Consultant, Junior page is loaded General Management Consultant, Junior Apply locations Washington, DC Aurora, CO time type Full time posted on Posted 2 Days Ago job requisition id R0198409 General Management Consultant, Junior Key Role: Serve as a management consultant supporting clients. Provide data analysis, project management, and...


  • Aurora, United States Bank of America Full time

    Description : At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients...

  • Senior Consultant

    1 month ago


    Aurora, Colorado, United States Engineering Systems, Inc. (ESI) Full time

    We are currently seeking a Senior Consultant with expertise in ADAS, EVs and/or AVs for our Automotive Practice in our MI or IL offices. The candidate should have a fundamental interest in the automotive field and be motivated to develop and grow this practice area within ESi.Key ResponsibilitiesSupport existing consulting projects that involve the...

  • Business Consultant

    4 days ago


    Aurora, United States axosbank.com Full time

    Axos Bank Target Range: $100,000.00/Yr. - $120,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary...


  • Aurora, United States Structural Integrity Associates Full time

    Structural Integrity Associates, Inc. (SIA) is looking to hire a Consultant to join our Pipeline Integrity Compliance Solutions (PICS) business unit. The Consultant will be responsible for providing engineering consulting services supporting client projects related to pipeline integrity, safety regulations, and engineering critical assessments. The...

  • Business Consultant

    5 days ago


    Aurora, United States axosbank.com Full time

    Axos Bank Target Range: $100,000.00/Yr. - $120,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary...


  • Aurora, United States Structural Integrity Associates Full time

    Structural Integrity Associates, Inc. (SIA) is looking to hire a Consultant to join our Pipeline Integrity Compliance Solutions (PICS) business unit. The Consultant will be responsible for providing engineering consulting services supporting client projects related to pipeline integrity, safety regulations, and engineering critical assessments. The...

  • Staff Consultant

    1 month ago


    Aurora, United States CareerBuilder Full time

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Staff Consultant - Civil Structural Full Time Aurora, Aurora, IL, US 4 days ago Requisition ID: 1114 Responsible for assisting in and performing property loss investigations related to residential and...

  • BIM Lead Consultant

    5 days ago


    Aurora, United States WSP Full time

    WSP USA is initiating a search for a BIM Lead Consultant out of our CO & TX Area Offices. The WSP BIM Lead Consultant is responsible for implementing and supervising drawing and modeling standards, managing drawing production, and performing non-routine and complex drafting and modeling assignments through the use of various software programs, primarily...


  • Aurora, United States J.S. Held Full time

    Job DescriptionJob DescriptionSalary: Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? The Company  J.S. Held is a specialized global consulting firm whose professionals serve as trusted, expert advisors to organizations facing high-stakes events that demand...


  • Aurora, United States Colorado Autism Consultants Full time

    Job DescriptionJob DescriptionBehavior Technician - Consultant In TrainingAurora, Colorado, USColorado Autism Consultants is dedicated to overcoming barriers to make transformational ABA therapy equally accessible throughout our state. We're looking for Behavior Technicians with a strong work ethic and a connection to our mission. If you are a natural...


  • Aurora, United States Old Second National Bank Full time

    **Who We Are** At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we...

  • Delivery Driver

    1 month ago


    Aurora, United States Peoples Capital Investment Full time

    Job DescriptionJob DescriptionWe are looking to hire:1.Over the Road (OTR) drivers-driving across state lines2. Home Delivery Drivers for 26 ft box trucks with 1-2 years of experience in Furniture Assembly and Appliance Installation. Items include Home Furniture, Washers, Dryers, Fridges, Dishwashers, Microwaves, Range, and any other Home Goods.Duties...


  • Aurora, United States Next Step Systems Full time

    Data Center Engineer Consultant - Part-Time Contractor, Aurora, IL We are seeking a talented and self-motivated Data Center Engineer to join our growing IT team. We are open to someone consulting on a part-time basis. In addition, we could foresee this role being a consult-to-hire role. The Data Center Engineer should be able to travel to local data centers...


  • Aurora, United States US Health Services Full time

    Description Process Improvement Consultant Sr opening at UCHealth Leads organizational redesign initiatives. Leads and teaches cross-functional Lean Six Sigma process improvement approaches to problem solving. Work Schedule: Full Time Days, Aurora, CO at University of Colorado Hospital Responsibilities: Coordinates multiple facility, cross-organizational...


  • Aurora, United States UCHealth Full time

    Description Process Improvement Consultant Sr opening at UCHealth Leads organizational redesign initiatives. Leads and teaches cross-functional Lean Six Sigma process improvement approaches to problem solving. Work Schedule: Full Time Days, Aurora, CO at University of Colorado Hospital Responsibilities: Coordinates multiple facility, cross-organizational...


  • Aurora, Colorado, United States MetLife Full time

    Description and Requirements Role Value Proposition: National Accounts is responsible for strategy, sales, underwriting, account management and overall profitability for customers, including the Federal Government, with 5,000 or more eligible employees. The Senior Underwriting Consultant will provide group underwriting services for new business and renewals...


  • Aurora, United States SACO AEI Polymers Full time

    Job DescriptionJob DescriptionPOSITION SUMMARY: Responsible for performing highly diversified duties to install, troubleshoot, repair and maintain production and facility equipment according to safety, predictive and productive maintenance systems and processes toc support the achievement of the site’s business goals and objectives. Hours for the position...


  • Aurora, United States MetLife Services and Solutions, LLC Full time

    Description and Requirements Role Value Proposition : MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We're united by our purpose to help our customers and each other create a...

  • Leasing Consultant

    5 days ago


    Aurora, United States Simpson Housing Full time

    Overview Simpson Housing is a large, fully-integrated real estate company with an enthusiastic entrepreneurial spirit. For 75 years, we have acquired, developed, built, and managed luxury apartment communities in highly desirable locations throughout the United States. We are driven by our Mission and Core Values and believe that our most valuable asset is...