What are the responsibilities and job description for the Senior Sales Desk Manager position at Fidelity Investments?
Job Description
NOTE: Fidelity will not provide immigration sponsorship for this role.
The Role
Join us as a Senior Sales Desk Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which 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.
As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals.
Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement.
Your scope as manager will be overseeing the Edward Jones partnership, a strategically important relationship established to support one of the industry's largest mutual fund distribution firms. To maximize Fidelity's presence and influence within this channel, the team operates with a dedicated field and internal sales model that serves as a strategic partner to Edward Jones advisors.
Through this partnership, the team works to strengthen advisor engagement, increase Fidelity fund representation on recommended product lists, and position Fidelity as a preferred fund family. Success requires close collaboration with external wholesalers, deep knowledge of advisor needs, and a focused approach to building relationships and driving sales growth within the Edward Jones channel.
You will develop polished sales professionals, who achieve results through high activity metrics & defined winning behaviors. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles.
The Expertise And Skills You Bring
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETFs, SMAs, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Institutional Money Market funds, a suite of alternative investments, and more. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Sales
Please 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.
NOTE: Fidelity will not provide immigration sponsorship for this role.
The Role
Join us as a Senior Sales Desk Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which 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.
As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals.
Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement.
Your scope as manager will be overseeing the Edward Jones partnership, a strategically important relationship established to support one of the industry's largest mutual fund distribution firms. To maximize Fidelity's presence and influence within this channel, the team operates with a dedicated field and internal sales model that serves as a strategic partner to Edward Jones advisors.
Through this partnership, the team works to strengthen advisor engagement, increase Fidelity fund representation on recommended product lists, and position Fidelity as a preferred fund family. Success requires close collaboration with external wholesalers, deep knowledge of advisor needs, and a focused approach to building relationships and driving sales growth within the Edward Jones channel.
You will develop polished sales professionals, who achieve results through high activity metrics & defined winning behaviors. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles.
The Expertise And Skills You Bring
- BA/BS degree required
- 3 years of experience in a financial services client facing role
- Series 7 and 63 required
- 2 plus years of leadership / management experience
- Series 24 and 51 is preferred or required within the first 90 days
- Ability to teach high level sales technique
- Advising your sales team to win complicated pipeline opportunities
- Strong motivator for daily assertive effort to achieve results
- Can establish a collaborative and inclusive team environment
- Want the accountability of leading a team to results
- Opportunity to lead associates to a strong career path trajectory
- Prepare associates with foundation to be successful sales professionals
- Foster a fun, collaborative, inclusive, results oriented culture
- Impact investment product sales results and financial results to FI
- A supervisory principal who ensures compliant client interactions
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETFs, SMAs, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Institutional Money Market funds, a suite of alternative investments, and more. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Sales
Please 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.