Lead alternative strategy initiatives with Fidelity as a Senior Alternative Strategist. Enjoy a flexible work from home arrangement, with prospects 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
• Solid verbal and written communicator
• Proven ability to present ideas clearly
• Open to frequent travel
• Relevant certifications such as CFA or CAIA are advantageous
Elevate your career with Fidelity by leveraging your alternative investment knowledge and client engagement skills.
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📌 Senior Alternative Strategist At Fidelity Vancouver
🏢 Fidelity Canada
📍 Vancouver