Description
Lead alternative strategy initiatives with Fidelity as a Senior Alternative Strategist. Enjoy a flexible remote work arrangement, with opportunities in Vancouver or Calgary.
In this senior-level role, you'll be responsible for fostering relationships with financial advisors and driving AUM growth through strategic engagement. Your expertise will aid in articulating investment philosophies and developing educational programs for sales teams. Participation in industry events will also be crucial to advancing the understanding of alternative investments within the advisor community.
Key Responsibilities:
• Maintain expert knowledge of alternatives and market trends
• Develop and manage alternative business plans
• Provide insights to enhance client presentations
• Collaborate with sales teams for effective client strategies
• Participate in industry events and seminars
Requirements:
• Minimum of 5 years in investment services sales
• Strong verbal and written...
In this senior-level role, you'll be responsible for fostering relationships with financial advisors and driving AUM growth through strategic engagement. Your expertise will aid in articulating investment philosophies and developing educational programs for sales teams. Participation in industry events will also be crucial to advancing the understanding of alternative investments within the advisor community.
Key Responsibilities:
• Maintain expert knowledge of alternatives and market trends
• Develop and manage alternative business plans
• Provide insights to enhance client presentations
• Collaborate with sales teams for effective client strategies
• Participate in industry events and seminars
Requirements:
• Minimum of 5 years in investment services sales
• Strong verbal and written...
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