VP, Alternative Investment Products & Partnerships jobs in United States
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Fidelity Investments · 1 day ago

VP, Alternative Investment Products & Partnerships

Fidelity Investments is committed to enabling investors to achieve better outcomes through alternative investments. The VP of Alternative Investment Products & Partnerships will lead relationships with third-party Alternative Investment Asset Managers, set strategic priorities, and identify new business opportunities to drive revenue.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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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 managementNegotiation skillsFinancial services experienceInvestment product knowledgeProject management skillsLeadership skillsMicrosoft ExcelMicrosoft WordMicrosoft PowerPointRIA market knowledgeIndependent Broker Dealer knowledgeMultitaskIndustry insight sharingEffective communicationProblem solving

Required

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
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
FINRA Series 7 & 63 required

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase