VP, Alternative Investment Products & Partnerships
Fidelity(1 month ago)
About this role
A Product lead on Fidelity’s Alternative Investment Product Team responsible for managing relationships with third-party alternative asset managers and enabling access to alternative investments for Wealth clients. The role sets strategic priorities between Fidelity and key asset manager partners and drives mutually beneficial initiatives. It supports incorporating private equity, real assets, credit, and hedge fund strategies into client portfolios to improve investor outcomes.
Required Skills
- Alternative Investments
- Relationship Management
- Product Management
- Sales
- Negotiation
- Project Management
- Client Engagement
- Stakeholder Alignment
- Microsoft Excel
- PowerPoint
+2 more
Qualifications
- Bachelor's Degree
- MBA (preferred)
- CAIA (preferred)
- CFA (preferred)
- Series 7
- Series 63
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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