Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Fidelity Private Shares team is growing and looking for a Sales Development Representative. The Team is focused on supporting the innovation economy through a robust equity administration platform. We offer solutions and capabilities that support companies, their employees, and community partners during the entire corporate lifecycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community.
We are looking for a talented individual that will be primarily responsible for prospecting and pursuing in-bound and outbound leads of prospective new capitalization table clients. Working in a team-based atmosphere, you will be responsible for identifying prospective leads in the venture capital ecosystem and prospecting venture-backed startups through thoughtful outreach. Primary responsibilities include:
Conduct high-volume prospecting to qualify leads through calls, emails, and social media
Generate new business opportunities by setting up meetings/demos for Account Executives
Achieve monthly quotes on meetings/demos/qualified opportunities scheduled
Maintain accurate and up-to-date records of all sales activities in the CRM
Collaborate with marketing to execute targeted campaigns and follow up on generated leads
The Expertise and The Skills You Bring
- Bachelor's Degree or equivalent experience
- Minimum of 2 years of working experience in sales or customer-facing roles; Prior SaaS Sales or financial services experience a plus
- Goal-oriented with a track record of meeting or exceeding targets
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Proficient in using CRM software and Microsoft Office
- Knowledge of the industry and market trends a plus
The Team
Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings.
We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Category:Sales SupportSkills Required
- Bachelor's degree or equivalent experience
- Minimum of 2 years of sales or customer-facing experience
- Prior SaaS sales or financial services experience
- Proven track record of meeting or exceeding targets
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Proficient in CRM software
- Proficient in Microsoft Office
- Knowledge of industry and market trends
- Authorized to work in the U.S. without sponsorship
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
