Senior Representative Alternative Investments
Company: Financial Advisory Workforce
Location: Roanoke
Posted on: April 1, 2026
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Job Description:
Fidelity Investments, a leading global financial services firm
based in Boston, MA, is seeking an experienced Senior
Representative of Alternative Investments within our Banking,
Insurance & Investment department. As a pivotal member of our team,
you will manage and cultivate client relationships, providing
expert insights into the management of alternative assets. Your
role will involve collaborating with cross-functional teams to
develop and implement innovative investment strategies, all while
ensuring strict adherence to regulatory requirements and company
policies. You will be instrumental in conducting market research to
identify new opportunities and facilitating client education
sessions on alternative investment options. Fidelity Investments is
renowned for its client-focused, innovative culture that champions
integrity, respect, and continuous learning. Join us and grow your
career with diverse opportunities in finance, tech, and customer
service, all while contributing to the innovation of the financial
sector. Manage and grow client relationships in alternative
investments. Provide expertise and insights on the management of
alternative assets. Collaborate with internal teams to develop
innovative investment strategies. Ensure compliance with
regulations and company policies. Conduct market research to
identify new investment opportunities. Facilitate educational
sessions for clients about alternative investments. Alternative
Investments Financial Analysis Client Relationship Management
Regulatory Compliance Market Research Strategic Planning Medical
Insurance Dental Insurance Vision Insurance Life Insurance 401k
Chartered Financial Analyst (CFA) Financial Risk Manager (FRM)
Keywords: Financial Advisory Workforce, Denton , Senior Representative Alternative Investments, Accounting, Auditing , Roanoke, Texas
