VP, Advisor Consultant

🕒 Agosto 12

🏄 California, Oregon, +1 estados a mais – Remoto

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $65.000 - $75.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

👻 Score fantasma 19%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Fidelity Investments

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Partner with selling teams and support business development efforts with Advisors • Build Fidelity's presence in the Advisor retirement plan marketplace • Identify, build, and maintain relationships with Advisors in Washington, Oregon, and Northern California • Educate Advisors, firms, and partners on Fidelity's services and processes • Partner on key projects with the Vice President of External Business Development • Serve Advisor partners in ways that support growth and excellent experiences for mutual clients • Develop an Advisor network focused on growing and better servicing clients with Fidelity • Create Advisor-centric sales strategies with selling teams • Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions • Support selling teams in delivering best-in-class sales meetings with Advisors • Train, engage, and employ standard methodologies with Advisor firms using Fidelity's recordkeeping system • Advocate for Advisors internally and externally to support market share growth and retention • Liaise between Advisors and Fidelity to identify appropriate services, resources, and support • Contribute to product development and process improvement efforts

🎯 Requisitos

• Experience in a business development or sales role • Understanding of Advisor value proposition and experience • Track record of running successful initiatives and projects • Passion for relationship building and partnering • Curious mindset with a dynamic and flexible operating style • Project organization, management, and deployment skills • Series 7 and Series 63 licenses need to be acquired upon accepting the role • Previous experience and knowledge of the retirement benefits landscape • Excellent listening, communication, and storytelling skills • External communication and relationship management experience • Creative problem-solving ability combining analytical and critical thinking • Agility and flexibility to reconcile conflicting demands and pivot as needed • Curiosity about people, business, economics, and Fidelity product solutions • Ability to comply with regulatory requirements and potential criminal-history restrictions • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefícios

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility