VP, Intermediary Divisional Investment Sales Desk
Job Description
Job Description:
The Role
- Lead an organization of internal sales desk managers and internal sales desk representatives selling Fidelity investment products and solutions to broker/dealer and RIA clients (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios)
- Own sales strategy, execution, KPI scorecards, and compensation plans to execute against firm initiatives and financial objectives
- Collaborate with business partners across learning and enablement, sales enablement, investment strategists, and capital markets strategists to optimize sales team readiness
- Leverage data, CRM, and AI to enhance client targeting, segmentation models, client coverage, and territory design
- Partner with marketing and capital markets to create thought leadership resources and campaigns
- Own the accountability for sales and revenue goals, metric and KPI results across the sales managers and sales team you lead
- Help prepare team for long term career vitality pathways across Fidelity Investments
- Establish a competitive, collaborative, positive sales culture
- Own compliance standards across your teams
The Expertise and Skills You Bring
- Bachelor's degree required
- Minimum 15 plus years sales/relevant experience
- Minimum 10 plus years of previous management experience
- Series 7 and 63 required
- Series 24 and 51 must be obtained within the first- 90 days in the position
- Proven ability to build and lead strategy
- Demonstrated effective communication and leadership capabilities
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity's investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development, allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRACategory:
SalesPlease be advised that Fidelity's 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.
Job Description:
The Role
- Lead an organization of internal sales desk managers and internal sales desk representatives selling Fidelity investment products and solutions to broker/dealer and RIA clients (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios)
- Own sales strategy, execution, KPI scorecards, and compensation plans to execute against firm initiatives and financial objectives
- Collaborate with business partners across learning and enablement, sales enablement, investment strategists, and capital markets strategists to optimize sales team readiness
- Leverage data, CRM, and AI to enhance client targeting, segmentation models, client coverage, and territory design
- Partner with marketing and capital markets to create thought leadership resources and campaigns
- Own the accountability for sales and revenue goals, metric and KPI results across the sales managers and sales team you lead
- Help prepare team for long term career vitality pathways across Fidelity Investments
- Establish a competitive, collaborative, positive sales culture
- Own compliance standards across your teams
The Expertise and Skills You Bring
- Bachelor's degree required
- Minimum 15 plus years sales/relevant experience
- Minimum 10 plus years of previous management experience
- Series 7 and 63 required
- Series 24 and 51 must be obtained within the first- 90 days in the position
- Proven ability to build and lead strategy
- Demonstrated effective communication and leadership capabilities
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity's investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development, allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRACategory:
SalesPlease be advised that Fidelity's 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.