Senior Vice President, Head of Credit Alternatives Business Development

6 days ago

Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time
About the Role

The Senior Vice President, Head of Credit Alternatives Business Development will play a critical role in driving AUM growth across Fidelity's alternative investment capabilities. This individual will partner with Investment Portfolio Managers and Sales teams to identify prospect targets, originate leads, and drive engagement. The successful candidate will have a proven track record of success in capital introduction, alternative credit, and institutional sales.

Key Responsibilities
  • Partner with Investment Portfolio Managers and Sales teams to identify prospect targets and develop engagement strategies
  • Originate leads, drive engagement, conduct sales meetings, and deliver pitches to institutional investors
  • Collaborate with the marketing team to refine the sales pitch and incorporate investor feedback
  • 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
About Fidelity

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

What We Offer
  • 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
Requirements
  • 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
  • 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 multitask
  • 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

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