Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a leader in financial services and investment management, and they are seeking a Business Development Director for the West Coast Territory. This role focuses on driving relationships and sales within key strategic wirehouse firms, requiring strong collaboration and a passion for building client relationships.
Responsibilities
- Drive relationships and sales within key strategic wirehouse firms
- Spend time with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives
- Collaborate with our Relationship Management team and internal partners
- Engage in and deliver valuable practice management insights
- Consult on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions
Skills
- Bachelor's Degree required
- Series 7 and 63 required
- Passion for the financial or investment management industry
- Proven experience managing and growing relationships with advisors, teams and centers of influence at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS
- Deep understanding of the needs of financial advisors and their management teams beyond products
- Outstanding communication, negotiation, decision making skills
- Ability to stay organized, be resourceful, and prioritize initiatives
- Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Ability to engage in and deliver valuable practice management insights
- Excellent interpersonal skills that translate into stronger relationships
- 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, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions
- Ultimately this role will lead to more relationships, stronger relationships, and sales growth across all areas of investment product
- 50-75% travel required. Must be currently living within territory(Texas to California)
- CIMA or CFA desired
- 10 years of field sales experience, preferable engaged with the wirehouse community
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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