Are you an experienced sales professional with a successful track record of business development? Help us bring new institutional business and relationships to the Fidelity Clearing & Custody Solutions (FCCS) team. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability.
The Vice President will develop new business relationships with RIAs and 'Breakaway' Advisors for Fidelity Clearing & Custody Solutions in the region. You will cultivate the opportunities that exist within this region in order to obtain our business objectives.
Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.
The Expertise You Have
10+ years direct client and/or financial services experience in Sales or Relationship Management function
Direct experience in RIA, Custody or Brokerage industry
Series 7 and 63 registrations
The Skills You Bring
Your proven ability to manage a complex sales cycle
You have a successful track record with clients and prospects in face-to-face meetings, phone based relationships and via email
Proven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
You have effective communication skills and an approach to proactively create client interactions
The Value You Deliver
Meet and exceed specified asset growth and new client goals in the assigned territory
Understand and effectively communicate FCCS' value proposition to prospects and centers of influence
Partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
Develop an understanding of the prospects business through profiling and determine if FCCS' products and services can add value to the prospects business
Partner with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships
Understand and utilize pricing model for profitability
Leverage deep domain expertise in the RIA business and Fidelity's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at email@example.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.