Job Description:

As a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity’s institutional brand and develop conviction in our alternative investing capabilities. Your coverage remit will focus on alternative investment consulting specialists but will also extend to the alternative research groups at traditional consultants. Ideal candidates will have established relationships at these consultants and a background in selling or covering strategies in alternative assets classes.

A successful candidate will:

• Develop engagement strategies for consultants under their purview outlining growth opportunities for our direct lending and credit alternative products and identifying gating issues that need to be addressed to develop and/or deepen relationships with consultants
• Work with our Investment Portfolio Managers and sales teams to define prospect targets, understand pricing structures and outline current product structures for different customer types
• Lead the process for consultants’ review and underwriting of Fidelity strategies including the coordination of RFP responses, due diligence meetings, investment reviews, etc.
• Serve as an internal spokesperson and proponent for consultants under your purview; provide consultant feedback to internal partners
• Develop opportunities for thought leadership content creation and distribution including partnering with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases
• Collaborate with marketing and sales to sponsor consultant focused events such as roundtable discussions, webinars and conferences

The Expertise and Skills You Bring

• Experience in the private markets industry, including hedge funds, real estate, Private Debt, BDC’s and Direct Lending; liquid alternatives a plus
• 12+ years working with institutional investment consultants and/or experience working with alternatives in product development, relationship management and sales
• Outstanding partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and salespeople across various coverage areas, among others
• Bachelor’s Degree required; MBA and/or CFA strongly desired
• Series 7 and 63

The Team

The Investment Consultant Relations (CR) group sits within Fidelity Asset Management Solutions (FAMS), which is dedicated to the institutional marketplace and is a gateway to Fidelity’s broad and deep institutional investment management capabilities in equity, fixed-income, alternatives, high-income and global asset allocation. This role joins a team of 13 seasoned relationship managers and analysts dedicated to the consultant channel. CR is responsible for all consultant interactions, ratings development, and support of Fidelity investment product for institutional and advisor markets. RMs work across the Fidelity enterprise with client relationship managers and business development professionals in multiple market segments.

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications:

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.