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Job Description

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

You will be a part of a collaborative team of 7 motivated and dedicated Sales professionals focused exclusively on the Retirement market. You specifically will be a part of the Reliance Trust Collective Investment Trust (CIT) Sales team where we are focused on increasing our visibility in the marketplace and ultimately growing assets under management. Our team is part of the FIS Capital Markets division, specifically the Wealth & Retirement group.

What you will be doing

This individual would perform tasks designed to develop and grow the Reliance Trust CIT business with the goal of deepening market penetration, increasing monthly new account sales, and ultimately increasing Reliance Trust new sales revenue. Specific responsibilities include:

• Work in tandem coordination with team to exceed annual sales goals.
• Respond to inbound sales inquiries, literature requests and service issues.
• Make outbound inquires to Financial Advisors to promote CIT products.
  • Expand market penetration by introducing new Financial Advisors to Reliance Trust CIT products.
  • Proactively reengage Financial Advisors with previously established Reliance Trust accounts.
  • Maintain consistent messaging to active Financial Advisors and seek new account opportunities.
• Deliver all product updates.
• Coordinate RFI and RFP requests.
• Drive leads for other Reliance Trust products and services through the advisor channel. Ask cross-promotional questions to uncover one-off custody, directed trustee and paying agent opportunities.

What you bring:

Key attributes the ideal candidate will possess:

• A true passion for, and knowledge of, the Collective Investment Trust space; minimum of 3-5 years of experience working with an Asset Manager who distributes CITs today
• Experience as an internal wholesaler or hybrid wholesaler
• Confident, independent, proven contributor
• Highly effective Sales skills
• Aggressive “hunter” for new business opportunities
• Strong interpersonal skills
• Efficient time management skills
• Flourishes under pressure

Added bonus if you have:

• Current network of Financial Advisors and other Intermediaries who invest in CITs today
• Proficiency in industry data applications (Morningstar, FI360, etc.)
• Strong client presentation skills
• Ability to analyze problems and produce a range of options, culminating in a preferred solution

What we offer you

• Competitive salary and excellent commission potential
• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A supportive working environment and being part of a dedicated and motivated team
• A broad range of professional education and personal development possibilities
• A fantastic range of benefits designed to help support your lifestyle and wellbeing

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Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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