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.
Certifications:Category:Brokerage OperationsFidelity’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.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
Similar Jobs
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
