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**VP, Intermediary Divisional Investment Sales Desk** Lead and drive sales of Fidelity's investment products (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios) to broker/dealer and RIA clients. Develop and execute sales strategy, manage sales team KPIs, and collaborate with cross-functional partners to enhance client targeting and team readiness. Requires 15+ years sales experience, 10+ years management experience, Series 7, 63, 24, and 51 (within 90 days). Demonstrate proven leadership and communication skills. Join Fidelity's Intermediary Investments Client Group, focusing on driving sales results through financial intermediaries, and impact individual development and business results.
- Compensation
- Not specified USD
- City
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- Country
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Currency: $ (USD)
Full Job Description
Job Description:
The Role
- Lead an organization of internal sales desk managers and internal sales desk representatives selling Fidelity investment products and solutions to broker/dealer and RIA clients (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios)
- Own sales strategy, execution, KPI scorecards, and compensation plans to execute against firm initiatives and financial objectives
- Collaborate with business partners across learning and enablement, sales enablement, investment strategists, and capital markets strategists to optimize sales team readiness
- Leverage data, CRM, and AI to enhance client targeting, segmentation models, client coverage, and territory design
- Partner with marketing and capital markets to create thought leadership resources and campaigns
- Own the accountability for sales and revenue goals, metric and KPI results across the sales managers and sales team you lead
- Help prepare team for long term career vitality pathways across Fidelity Investments
- Establish a competitive, collaborative, positive sales culture
- Own compliance standards across your teams
The Expertise and Skills You Bring
- Bachelor's degree required
- Minimum 15 plus years sales/relevant experience
- Minimum 10 plus years of previous management experience
- Series 7 and 63 required
- Series 24 and 51 must be obtained within the first- 90 days in the position
- Proven ability to build and lead strategy
- Demonstrated effective communication and leadership capabilities
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelitys 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 Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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 experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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