Vice President, Alternative Investment Investor Relations Operations

The Role

The Vice President of the Alternatives Investments Investor Relations Operations group team is a leader of a team that is currently staffed at 25 associates and is responsible for supporting the recordkeeping and transfer agent operations and services across various Fidelity alternative product portfolios and structures including Limited Partnerships, REIT, BDCs, Interval Funds and Crypto. You will work closely with multiple channels across Fidelity on product launches, while developing and enhancing processes specifically to support the operations, servicing, record keeping, tax reporting, analytics, and investor communications functions. Additionally, you will help to drive innovation to ensure the product line continues to meet the evolving needs of our customers.

The ideal candidate has strong operational and service skills to support a wide range of product structures.

• Strong operational and customer service skills are required to ensure the team performs and executes flawlessly, meets all SLAs, and ensures quality goals are consistently met

• Ability to innovate and develop technology and non-technology solutions to help drive scale and efficiencies across the platform

• Puts the client and the client experience first

• People development skills to support associate’s growth and development

• Ability to work across multiple groups while building relationships

• Familiarly with the various product and structures is a plus.

• Vendor management

The Expertise and Skills You Bring

• Bachelor’s degree and 8+ years of financial industry experience

• Ability to analyze data, identify opportunities, solve complex problems, and drive efficiencies

• Direct managerial experience highly desired

• Leads projects and develops strategic roadmaps to develop/enhance service models and workflows aligned with strategic vision.

• Makes decisions based on long-term view of trends, issues, and business implications

• Knowledge in the alternative investment fund industry, including the operational service aspects of alternatives, and across a wide range of product structures is a plus.

• Series 99 or Series 24 is preferred, but not required

The Team

An Alternative Investments are a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.

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 every other week (all business days, M-F) in a Fidelity office.