обновлено 1 день назад
Alternative Strategist (Alternatives Investing)
120 000 - 140 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Alternative Strategist (Alternatives Investing): Driving alternative investment sales and assets under management growth across Western Canada through advisor engagement, sales enablement, product communication, and market expertise with an accent on alternative strategies, competitor intelligence, and portfolio construction. Focus on developing sales strategies, educating financial advisors and investors, supporting product development, and articulating differentiated investment solutions.
Location: 100% remote, based in Vancouver or Calgary, Canada; current Canadian work authorization required. Frequent travel may be required, potentially 1–2 days per week.
Salary: CAD 120,000–140,000 annual base salary, plus variable compensation.
Company
provides investment portfolios and services to Canadian individual and institutional investors.
What you will do
- Drive alternative investment sales and assets under management growth across Western Canada.
- Engage with financial advisors, dealer gatekeepers, DIY investors, and Fidelity sales teams to expand adoption of alternative solutions.
- Communicate investment philosophies, processes, performance, product updates, competitor intelligence, and portfolio construction ideas.
- Develop territory business plans and sales strategies that increase market penetration, customer loyalty, and net sales.
- Represent Fidelity at industry conferences and speaking engagements, including educational sessions for investors and sales teams.
- Support alternative product development, investment communications, thought leadership, and portfolio manager presentations.
Requirements
- At least 5 years of sales experience in a wholesale investment services environment focused on alternatives, with a proven record of success.
- University degree or equivalent work experience.
- Strong written and verbal communication, presentation, relationship-building, and collaboration skills.
- Ability to explain detailed investment philosophies and processes to diverse audiences.
- Ability to create and deliver investment presentations and build consensus across investment management, distribution, product management, and senior management stakeholders.
- Current authorization to work in Canada is required.
Nice to have
- CAIA, CFA, CIM, or MBA designation.
Culture & Benefits
- 100% remote working arrangement within the dynamic working model.
- Competitive annual base salary with variable compensation tied to results and targets.
- RRSP contribution after six months of employment, with no employee matching required.
- Inclusive and collaborative environment with career development opportunities.
- Accommodation available during the application process for candidates with disabilities.
Hiring process
- Recruiters review and finalize all hiring decisions.
- Only selected candidates will be contacted for an interview.
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