Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
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.
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 and Skills You Bring
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
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
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 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.
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.
The base salary range for this position is $65,000-210,000 USD 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…