Alternative Strategist
Core
Drive Fidelity's alternative sales and AUM growth in Western Canada by engaging financial advisors, communicating investment philosophies, and supporting sales teams with expertise on alternative strategies.
Role type
Senior IC alternative investment strategist (sales support)
Builds
Alternative investment products and strategies for financial advisors and DIY investors
Domain
Financial services / Alternative investments
Deliverable
client delivery
Required skills
wholesale investment sales experience, alternative investment expertise, competitor intelligence analysis, sales strategy development, relationship building with financial advisors, presentation skills
Preferred skills
CAIA, CFA, CIM, MBA
Technologies
N/A
Responsibilities
Engage with financial advisors to expand knowledge and use of Fidelity's alternative solutions; Provide thought leadership and insights to sales teams; Support sales regions and stakeholders with industry trends and product offerings; Represent Fidelity at industry events and speaking engagements; Develop and execute sales strategies to drive net sales and market share; Collaborate with portfolio managers on client presentations and product development.
Seniority
Senior, hands-on IC