Senior Investment Professional

3 days ago


Concord, New Hampshire, United States Fidelity TalentSource LLC Full time

Company Overview

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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.

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About the Role

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The SVP, Head of Credit Alternatives NH is responsible for leading the distribution strategy for Fidelity's credit alternatives product line. This includes building relationships with institutional investors, developing marketing materials, and collaborating with the portfolio management team.

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Key Responsibilities

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  • Identify and develop distribution channels for Fidelity's credit alternative products">
  • Determine collateral requirements for each distribution channel">
  • Work with marketing teams to develop collateral and educational materials">
  • Understand the competitive landscape in each distribution channel">
  • Educate sales and relationship teams on credit alternative products and competitive landscape">
  • Present updates of campaign efforts and key areas of focus to senior management and internal audiences">
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Requirements and Qualifications

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  • Bachelor's degree required; MBA and/or CFA strongly desired">
  • 12+ years of experience in credit alternatives">
  • Experience working with institutional investors across defined benefit, endowment-foundations, corporate balance sheet, and insurance general accounts">
  • Experience in private markets, including distressed debt and real estate">
  • Strong attention to detail and ability to multi-task">
  • 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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Compensation and Benefits

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We offer a highly competitive salary range of $180,000 - $250,000 per year, based on experience, as well as opportunities for bonus and stock awards. Our benefits package includes comprehensive health insurance, 401(k) matching, and generous paid time off.

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About Fidelity

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Fidelity is an equal opportunity employer committed to creating a diverse and inclusive workplace. We believe that the most effective way to attract, develop, and retain top talent is to build an enduring culture of inclusion and belonging.

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Contact Information

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Please visit https://fidelitycareers.com to learn more about this role and apply online.



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