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Fidelity Bank · 12 hours ago

VP, Alternative Investment Products & Partnerships

Jersey City, NJ

Full-time

Hybrid

Senior Level, Lead/Staff

$130K/yr - $264K/yr

10+ years exp

Fidelity Bank is focused on integrating alternative investments into portfolios to enhance investor outcomes. The VP of Alternative Investment Products & Partnerships will lead relationships with third-party alternative investment asset managers, set strategic priorities, and develop beneficial partnerships while managing business-to-business relationships.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Subject-matter expertise in alternative investment strategies and structures, including private equity, real assets, credit, hedge funds, etc

Experience owning responsibility for business-to-business relationships with asset managers and serving as a main point of contact to connect enterprise stakeholders

Collaborating with internal business partners across service, sales, marketing, product, and legal

Comfortable identifying new business opportunities and leading negotiations to drive new revenue opportunities

Experience within the private wealth channel including the Registered Investment Advisor and/or Independent Broker Dealer channels

Outstanding relationship management and project management skills

Ability to travel as required

Qualification

Alternative investment strategiesRelationship managementBusiness-to-business relationshipsFINRA Series 7FINRA Series 63Negotiation skillsFinancial services experienceInvestment product knowledgeMicrosoft ExcelMicrosoft WordMicrosoft PowerPointProject management skillsLeadership skillsEffective communicationProblem-solving skills

Required

Bachelor's Degree required; MBA, CAIA, CFA or progress towards is a plus

10+ years' experience in the financial services industry including relationship management, sales, or product management

Knowledge of investment products, particularly alternative investment strategies and product structures

Work collaboratively across Fidelity and possess strong leadership skills while maintaining productive long-term working relationships

Stays abreast of industry and shares key insights with internal business partners

Understanding of how wealth managers identify investment opportunities and transact in alternative investments

Ability to build relationships both internally and externally

Effective communicator able to use influence to align stakeholders and drive positive outcomes

Proven ability to negotiate complex arrangements

Comfortable engaging with clients and relationship management teams

Problem solver, capable of identifying opportunities to introduce new ideas or processes

Comfortable working on multiple tasks and projects simultaneously

Knowledge of the RIA and Independent Broker Dealer market

Experience with Microsoft Excel, Word, and PowerPoint