SVP, Head of Liquid Alternatives

---

Job description

Job Description:

ICG is the institutional distribution arm of Fidelity s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients. We are looking for an experienced financial services professional who has experience in the liquid alternatives industry. The ideal candidate will require a growth mindset, investment acumen and the ability to collaborate across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Thought Leadership.

The Head of Liquid Alternatives will have deep knowledge of the liquid alternative investing space. A track record of success and established relationships with institutional investors and allocators including pension funds, endowments, foundations, and insurance companies.

This role will help drive the institutional distribution strategy for Fidelity s liquid alternatives.

You will build relationships and collaborate with the portfolio management team, institutional distribution, marketing, and thought leadership teams to help execute the end-to-end sales process. The Expertise and Skills You Bring

• Bachelor s degree required MBA and/or CFA strongly desired
• 12+ years prior successful capital introduction experience in alternatives from a hedge fund, asset manager, prime brokerage/capital introduction group, or top ranked placement agent
• Experience working with institutional investors across defined benefit, endowment-foundations, corporate balance sheet, and insurance general accounts
• Experience in liquid alternatives, including managed futures, alternative risk premia, global macro, risk parity, convertible arbitrage, l/s equity, merger arbitrage and multi-strategy
• Ability to partner across portfolio management team, institutional distribution, marketing, and thought leadership
• Strong attention to detail and ability to multi task
• FINRA Series 7 and 63 required
• Talent for effectively communicating complex information both verbally and in writing
• Desire to work effectively across a collaborative and inclusive culture
• Strong work ethic and willingness to travel extensively for client meetings and events.

The Purpose and Value of Your Role

The primary goal of the SVP, Liquid Alternatives role is to be the subject matter expert for all credit alternative product and help the experienced sales team drive AUM growth across Fidelity s alternative investment capabilities. Key responsibilities include:

• Identify distribution channels for each liquid alternative product
• Determine collateral requirements for each distribution channel

• Work with marketing and thought leadership teams to develop collateral
• Understand the competitive landscape in each distribution channel
• Educate sales and relationship team on credit alternative products and competitive landscape
• Work with the sales team to harvest and analyze data from proprietary and public information sources to generate best ideas and identify high conviction sales opportunities

• Present updates of campaign efforts and key areas of focus for senior management and internal audiences
• Proactively attend industry conferences and capital introduction events and organize road shows.
• Collaborate with pertinent internal teams to enhance institutional reporting and due diligence

How We Support You

• Provide competitive base pay and the opportunity to participate in Fidelity s variable compensation program
• Ongoing training, coaching and personal development time to prepare you for long-term career growth and success
• Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
• Access to a variety of employee resource groups and volunteer opportunities within the local community

Certifications:

Series 03 - FINRA

Company Overview

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.

Join Us

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 top 10 Best Place to Work in 2024. 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.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

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 .

<!– job description page –>