Lead alternative strategy initiatives with Fidelity as a Senior Alternative Strategist. Enjoy a flexible work from home 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 trendsDevelop and manage alternative business plansProvide insights to enhance client presentationsCollaborate with sales teams for effective client strategiesParticipate in industry events and seminarsRequirements:Minimum of 5 years in investment services salesStrong verbal and written communicatorProven ability to present ideas clearlyOpen to frequent travelRelevant certifications such as CFA or CAIA are advantageousElevate your career with Fidelity by leveraging your alternative investment knowledge and client engagement skills.#J-18808-Ljbffr
📌 Senior Alternative Strategist At Fidelity (Vancouver)
🏢 Fidelity Canada
📍 Vancouver
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