Director Institutional Private Assets

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Institutional Private Assets to enhance their brand within the alternative investment space. This full-time role offers a flexible hybrid schedule and involves building relationships with investment consultants, leading RFP processes, and developing thought leadership content. The ideal candidate will have extensive experience in alternative asset classes and a proven track record in relationship management. Join a dynamic team committed to innovation and client success, where your contributions will be valued and impactful.

Benefits

Flexible working arrangements

Competitive compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off

Diversity and inclusion programs

Professional development opportunities

Qualifications

• 7+ years of experience in institutional investment consulting or alternatives.
• Outstanding partnership skills and ability to collaborate across teams.

Responsibilities

• Develop engagement strategies for consultants to deepen relationships.
• Collaborate with investment teams to serve as an alternative specialist.

Skills

Institutional investment consulting

Relationship management

Sales in alternative asset classes

Effective communication

Collaboration across teams

Education

University degree

CFA, MBA, or CAIA designations

Job description

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Job Description

Current work authorization for Canada is required for all openings.

This is a regular, full-time role.

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Company Overview

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.

The Opportunity

As a Director, Institutional Private Assets, you will cultivate relationships with research teams and field offices of investment consultants to elevate Fidelity’s institutional brand and develop conviction in our alternative investing capabilities. Your coverage remit will focus on alternative investment consulting specialists but will also extend to the alternative research groups at traditional consultants. Additionally, you will assist the distribution team as a subject matter expert. Ideal candidates will have established relationships at these consultants and a background in selling or covering strategies in alternative asset classes.

What You’ll Do

• Develop engagement strategies for consultants, outlining growth opportunities for our alternative/private asset (e.g., direct lending and credit alternative products) and addressing gating issues to deepen relationships.
• Collaborate with Investment Portfolio Managers and sales teams to serve as an alternative specialist, understanding pricing structures and current product offerings for different customer types.
• Lead the process for consultants’ review and underwriting of Fidelity strategies, including RFP responses, due diligence meetings, and investment reviews.
• Serve as an internal spokesperson for your assigned consultants; provide feedback to internal partners.
• Develop thought leadership content, partnering with marketing on white papers, case studies, marketing campaigns, and press releases.
• Collaborate with marketing and sales to organize consultant-focused events such as roundtables, webinars, and conferences.

What We’re Looking For

• 7+ years of experience working with institutional investment consultants and/or in alternatives in product development, relationship management, and sales.
• University degree or equivalent experience.
• Designations such as CFA, MBA, or CAIA are assets.
• Experience in private markets, including hedge funds, real estate, private debt, BDCs, and direct lending; liquid alternatives experience is a plus.
• Outstanding partnership skills and ability to collaborate across teams including portfolio managers, legal, compliance, and sales.
• Credibility in influencing and developing business within the investment management sector or related financial services.
• Effective communication skills for senior audiences, both written and verbal.
• Entrepreneurial spirit and commitment to long-term results.

Benefits and Support

• Flexible working arrangements—remote, hybrid, or in-office options.
• Competitive compensation, including company contributions to your RRSP.
• Comprehensive health benefits starting from day one, with mental health coverage.
• Parental leave top-up for 25 weeks.
• Up to $650 for home office equipment.
• Generous time off, including volunteer days.
• Diversity and inclusion programs and Employee Resource Groups.
• Extensive professional development opportunities, including training courses and tuition reimbursement.

Equal Opportunity Employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace and considers all qualified applicants regardless of protected characteristics. Accommodations are available upon request during the application process. Please contact us at [e-mail].

No telephone inquiries or agencies, please. Only shortlisted candidates will be contacted.