What are the responsibilities and job description for the VP, Intermediary Divisional Investment Sales Desk position at Fidelity Investments?
Job Description
The Role
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 - 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.
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
- 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 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 - 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.