Alternative Strategist

Job Description

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

What We Do

The Alternative Strategist will be responsible for communicating investment philosophies, process, and ongoing product updates to Fidelity’s prospects, clients & industry experts. The role will support all sales regions (with a focus on Eastern Canada, and French speaking clients) and its DVPs, BDMs and BDAs to provide alternative investments expertise regarding industry trends, competitor intelligence, Fidelity’s product offerings, and portfolio construction ideas. The role will also represent Fidelity at industry events, as well as participating in speaking engagements at Fidelity and external events.

The Alternative Strategist will be involved in some aspects of product development and ongoing support of Fidelity alternative funds and ETFs. This role will report to the Director, ETF & Alternatives Strategy.

How You’ll Make an Impact
- Establish Fidelity Canada as an industry leader in alternatives investing_
- Build, maintain and communicate with expert level of knowledge on Fidelity alternative funds and ETFs
- Develop relationships with Fidelity salespeople, their prospects, clients and industry participants
- Identify opportunities to develop and execute sales strategies that will maximize market penetration and increase customer loyalty
- Partner with sales to educate and promote alternative investment philosophy, process, performance, and competitive strengths
- Engage appropriate consulting and gatekeeper communities to provide investment transparency and build organizational awareness
- Provide thought leadership and insights regarding the marketplace and competitors, with emphasis on differentiating competitor investment process and investment performance
- Support Sales, Marketing & Corporate Affairs with timely & relevant information_
- Provide expert insights into the development of external investment communication material ensuring the alternative funds’ positionings are correct, compelling and understood relative to investment objectives and competitor products
- Assist in the development and analysis of thought leadership pieces for the institutional and advisor channels
- Support investment and product education with varying degrees of investments knowledge on alternative products
- Provide insight and counsel for investment solution improvement and product development initiatives
- Develop strong relationships with alternative fund portfolio managers and support them when it comes to clients/prospects presentation

What We’re Looking For:

- Minimum 5 years of sales experience in a wholesale investment services environment with a focus on alternatives and a proven track record of success
- Completion of University degree or equivalent work experience
- Additional designations that are an asset: CAIA, CFA, CIM, MBA

What you will Bring:

- Highly effective and consistent written and verbal communication capabilities; excellent presentation skills
- Ability to successfully articulate detailed mechanics of investment philosophy and process
- Successful track record of investment presentation creation and delivery to broad spectrum of constituencies
- Ability to build strong relationships and work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents
- Ability to travel frequently if required, with the potential for 1-2 days per week

Fidelity Benefits and Perks- Competitive total compensation package- Opportunity to participate in Fidelity profit-sharing program- Company contributes into your RRSP, without a matching requirement from you- Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy- Health Care Spending Account- TELUS Health Virtual Care app- Health and Fitness Reimbursement- Up to $650 for home office equipment- Generous time off policy- 2 paid days annually to volunteer- Access to over 11,000 training and development courses- Tuition reimbursement- Monetary awards for completing a required designation- Annual dues reimbursement for professional designations- Pregnancy/Parental/Adoption Leave - Fidelity wi