Managed Solutions Consultant - Merrimack, NH

Job Description:

The hiring manager will be holding a virtual information session on Thursday September 26th from 12:00 PM until 12:00 PM. The recruiter and hiring manager will attend via video however participants will join by audio only. During the 30-minute meeting, the hiring manager will share the responsibilities of the position, strategic objectives as well as key qualifications needed for the role. If you are interested in learning more about this opportunity, please feel free to join the Zoom session using the following link or call in details:

Please click the link below to join the webinar:

https://fmr.zoom.us/j/99913521959?pwd=BaTcvLBMjTDDgQkqCIEwZY9KboDWiz.1

Passcode: 453251

    Dial(for higher quality, dial a number based on your current location):

Webinar ID: 999 1352 1959

If you prefer, you may submit questions in advance by emailing the recruiter, however you will have the option of asking questions anonymously via the Zoom Q&A functionality. The session will be recorded and made available on this job posting after the call. Manager Info sessions are for internal associates only. Please do not provide meeting details to external candidates. #managerinfosession

Serving as the Managed Accounts subject matter expert and product specialist, this Managed Solutions Consultant is the senior sales partner for assigned branches and phone sites.  Collaborating with Financial Consultants to generate new business, develop customer relationships and achieve Managed Account sales goals.  

The Expertise We’re Looking For

• Series 7,63 & 66 and Bachelor’s degree required
• Significant and varied experience in financial services, to include a solid understanding of asset allocation and financial planning
• Strong knowledge of all Fidelity products and industry alternatives
• Up to15% travel in the field will be required

The Purpose of Your Role

Your role is to work with Branch Management and Regional Planning Consultants to develop a plan to achieve the managed account sales goal. You will assist with the execution of plan and tactics in conjunction with your business partners, while providing pertinent Managed Account market data and sales reports senior leadership. Ensuring consistency of strategy and approach to business opportunities across the network is critical.

The Skills You Bring

• Your expert-level of Consultative Selling Skills
• You have excellent communication and presentation skills
• Your impressive time management and organizational skills

The Value You Deliver

• Your knowledge will be communicated in trainings related to sales strategies and product updates, to keep MA products top of mind. 
• You have a diligent focus on risk & compliance to ensure that new accounts are opened and funded properly
• Developing potential business opportunities within the representatives Book of Business and prioritizing appropriate next steps for pursuing new business opportunities.
• Communicating Managed Money product updates and strategies during team meetings, 1:1s with sales reps, and informal and formal training sessions
• Diligently focusing on risk & compliance, you help to ensure that sales reps are opening new accounts correctly and that they funded properly  

How Your Work Impacts the Organization

Your support and influence of all things related to managed accounts, including but not limited to:  pre-appointment planning, client appointments, client follow-up, assisting with paperwork, NIGO resolution, etc) is essential to the success of the sales representative and is imperative for the region’s goal achievement.

Certifications:Series 07 - FINRA, Series 66 - FINRA

Category:Sales

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.