Job Description:
Every day, Fidelity Investments helps hundreds of Financial Advisors and Institutions with complex and difficult decisions they make on behalf of their customers. As Vice President, DCIO Sales you will provide our clients (Retirement Specialist Advisors/Consultants and Record Keepers) with clarity and confidence regarding investment solutions for their end clients. We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background.
The Team
As a Vice President, DCIO Sales your primary responsibility will be supporting and driving sales through Retirement Specialist Advisors/Consultants and Recordkeepers in your territory. You will work daily to help provide valuable market and retirement insights, and investment product solutions to retirement specialist advisors and their firms. In your role you will be an important part of the Fidelity Institutional distribution team and will be responsible for driving new business, retaining assets and growing market share.
The Expertise We’re Looking For
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- Passion for the financial or investment management industry
- 5 years of field sales experience, working within Financial Services Industry highly preferred
The Skills You Bring
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
- Ability to represent multiple investment product offerings
- Excellent interpersonal skills that translate into a positive client experience
- Passion for sales and the ability to uncover and qualify new opportunities
- Commitment to constant self-improvement and exhibit a competitive drive
- Ability to thrive in our fast paced environment and enjoy being part of a strong team
- High aptitude to learn new things quickly and adapt to new situations
- Effective consultative sales and presentation skills
The Value You Deliver
- Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
- Collaborating with Internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.
The base salary range for this position is $70,000 - $175,000 per year.
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.
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.
Certifications:
Category:Sales
Similar Jobs
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.
