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 helping drive Fidelity’s alternative sales and AUM growth in Western Canada (Calgary or Vancouver based) by engaging with financial advisors, working alongside the Fidelity Sales Team. The Alternative Strategist will be responsible for communicating investment philosophies, process, and ongoing product updates to Fidelity’s clients & prospects, and DIY (Do-It-Yourself) investors. The role will support all sales regions across Western Canada including Regional VP (RVPs), District VP Sales (DVPs), Business Development Managers (BDMs) and Business Development Associates (BDAs).
Beyond sales, the Strategist will also support all major Fidelity stakeholders to provide knowledge and 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 all aspects of product development and ongoing support of Fidelity alternative strategies.
This role will report to the Director, ETF and Alternatives Strategy.
How You’ll Make an Impact
Establish Fidelity Canada as an industry leader in alternatives investing
Build, maintain and communicate with an expert level of knowledge on Fidelity alternative strategies, competitor landscape and general capital markets backdrop.
Attend internal and external conferences to both provide and maintain a high degree of knowledge around the evolution of the alternative landscape in Canada and abroad.
Engage with dealer gatekeepers and decision makers to support the inclusion of our alternative offerings on their approved and recommended lists.
Provide thought leadership and in-depth insights to our sales teams across the country to support them in best talking about our suite of alternative solutions. These will come in the form of monthly updates or one-off in-depth updates throughout the year.
Engage with key partners within the sales organization to support educational initiatives for the sales development program (SDP) to ensure our BDR, BDA, and BDM cohorts have the support and resources to foster the growth of their knowledge around alternatives, thus ensuring a strong and equipped sales force for years ahead. Educate and promote the Alternatives investment philosophy, process, performance, and competitive strengths
Drive net sales thus enhancing relative market share within the alternative category
Be an advisor to our advisor partners, acting in a subject matter expert capacity on a niche, sophisticated and rapidly growing area of our business.
Engage directly with financial advisors in Western Canada and support existing wholesaler efforts to expand knowledge and use of appropriate Fidelity’s alternative solutions.
Develop relationships and gain the trust of the Fidelity sales teams to become a sought-after resource to be leveraged in the sales process in both offensive and defensive capacities.
Help DVPs/BDMs develop and manage Alternative business plans for their territory to include segmented business approach by client type, and opportunity
Provide meaningful engagement with existing core and prospective advisor clients to enhance existing partnerships and foster new growth across the country.
Identify opportunities to…
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