SVP, Head of Investment Sales Desk
The Role
As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels. This leader oversees the distribution of a comprehensive suite of solutions—including mutual funds, ETFs, SMAs, alternatives, and model portfolios—while advancing custom portfolio construction capabilities. Reporting to the Head of Intermediary Distribution, this role sets the strategic direction for the sales desk, builds strong cross-functional partnerships, and ensures financial advisors are equipped with actionable investment insights and practice management thought leadership.
Job Responsibilities
- Lead large organization of 175+ associates in hybrid and internal wholesaling, inbound phone sales, and internships with teams dedicated to Core Wealth, DCIO, Insurance, Edward Jones, ETF, ALTS, and Models
- Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
- Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
- Prioritize collaboration across FI sales channels, Fidelity business units, investment strategists, sales enablement, learning and engagement, marketing, finance, data, and human resources
- Create an experience for our associates and managers rooted in accountability for business strategy, constant development, thriving culture, and robust career vitality
Industry Experience
- Bachelor’s degree required, MBA or other advanced degree preferred
- 15+ years of successful sales experience in the financial services industry
- Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
- A thorough understanding of the industry, financial markets, and competitive landscape
- Prior leadership experience
- Series 7, 63 required; 24 & 51 must be obtained within the first 90 days in position
- Travel- 1 Week, minimum, per month to Westlake, TX.
The Skills Required:
- Leadership, coaching, and career development skills with a large early career professionals
- Proven leadership skills, particular on teams in face-paced, collaborative environments
- Ability to recognize process inefficiency and recommend improvement opportunities.
- Hands-on leadership style; sets direction, makes decisions, and builds strong teams in competitive technical and commercial talent markets.
- Proven effectiveness leading teams through uncertainty, regulatory change, and market cycles while maintaining focus and execution discipline.
- Strong execution bias; defines outcomes, tracks performance, and holds teams accountable to measurable results.
The Team
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 - FINRACategory:SalesPlease 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.
Skills Required
- Bachelor's degree
- MBA or other advanced degree
- 15+ years of successful sales experience in the financial services industry
- Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
- Prior leadership experience
- Series 7, 63 required
- Series 24 & 51 must be obtained within the first 90 days
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.
