SVP, Investment Consultant Relations
3 weeks ago
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
- 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).
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