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Manager, Alternative Investments

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 13 days ago

No clicks

**Manager, Alternative Investments**: Lead a team of 10-15 associates in Alternative Investments, a high-growth area in financial services. Drive results, coach team members, and optimize processes using technology. Requires 4+ years in brokerage operations, 2+ years of management experience, and Series 7 or 99 license. Grow leadership skills in complex, evolving asset classes managing $100B in customer assets.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Job Description:

The Role

You are a peoplefocused leader ready to take the next step in management. This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 1015 associates, helping them deliver strong results while growing their skills and confidence.

In this role, youll create an environment where associates feel supported, encouraged, and empowered to do their best work. Youll coach key behaviors, foster collaboration, and help the team adapt in a fastmoving business. Youll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships.

This position offers handson leadership experience within Alternative Investmentsone of the fastestgrowing and most indemand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path.

The Expertise and Skills You Bring

  • 4+ years of experience in brokerage operations

  • 2+ years of team lead or peoplemanagement experience preferred

  • Interest in learning or growing expertise in Alternative Investments (experience is a plus)

  • College degree or equivalent work experience

  • Series 7 or 99 license (or ability to obtain within 90 days of hire)

  • Strong problemsolving skills with the ability to think creatively and drive solutions

  • Clear, effective communication skills and the ability to influence others

  • Flexibility and adaptability in a changing business environment

  • Ability to build relationships and collaborate across teams

  • Desire to coach, develop, and support others in their professional growth

The Team

The Trading team supports the purchase and sale of complex Alternative Investment products, including hedge funds, nonpublicly traded REITs, funds of funds, private investment funds, and other asset classes. The team partners closely with client, product sponsors and internal stakeholders to research transactions, resolve complex issues, and ensure accurate, timely outcomes.

As a leader on this team, youll manage associates who support over $100B in customer assets and operate in a space where expertise is in high demand across the industry. Alternative Investments are complex and evolving, and this role provides handson exposure to specialized operations, process improvement, and opportunities to introduce automation and drive better client outcomes.

This is a strong opportunity to grow as a people leader while building valuable experience in one of the most dynamic areas of financial services.

Certifications:

Category:

Brokerage Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply

All fields are required.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview 

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience. 

Reasonable accommodations

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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 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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Manager, Alternative Investments

Compensation

Not specified

City: Not specified

Country: Not specified

Fidelity Investments logo
Asset Management

13 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Manager, Alternative Investments**: Lead a team of 10-15 associates in Alternative Investments, a high-growth area in financial services. Drive results, coach team members, and optimize processes using technology. Requires 4+ years in brokerage operations, 2+ years of management experience, and Series 7 or 99 license. Grow leadership skills in complex, evolving asset classes managing $100B in customer assets.

Full Job Description

Job Description:

The Role

You are a peoplefocused leader ready to take the next step in management. This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 1015 associates, helping them deliver strong results while growing their skills and confidence.

In this role, youll create an environment where associates feel supported, encouraged, and empowered to do their best work. Youll coach key behaviors, foster collaboration, and help the team adapt in a fastmoving business. Youll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships.

This position offers handson leadership experience within Alternative Investmentsone of the fastestgrowing and most indemand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path.

The Expertise and Skills You Bring

  • 4+ years of experience in brokerage operations

  • 2+ years of team lead or peoplemanagement experience preferred

  • Interest in learning or growing expertise in Alternative Investments (experience is a plus)

  • College degree or equivalent work experience

  • Series 7 or 99 license (or ability to obtain within 90 days of hire)

  • Strong problemsolving skills with the ability to think creatively and drive solutions

  • Clear, effective communication skills and the ability to influence others

  • Flexibility and adaptability in a changing business environment

  • Ability to build relationships and collaborate across teams

  • Desire to coach, develop, and support others in their professional growth

The Team

The Trading team supports the purchase and sale of complex Alternative Investment products, including hedge funds, nonpublicly traded REITs, funds of funds, private investment funds, and other asset classes. The team partners closely with client, product sponsors and internal stakeholders to research transactions, resolve complex issues, and ensure accurate, timely outcomes.

As a leader on this team, youll manage associates who support over $100B in customer assets and operate in a space where expertise is in high demand across the industry. Alternative Investments are complex and evolving, and this role provides handson exposure to specialized operations, process improvement, and opportunities to introduce automation and drive better client outcomes.

This is a strong opportunity to grow as a people leader while building valuable experience in one of the most dynamic areas of financial services.

Certifications:

Category:

Brokerage Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply

All fields are required.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview 

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience. 

Reasonable accommodations

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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 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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search