Vice President, Custody Sales – District of Columbia, Maryland, Virginia Territory

🕒 il y a 1 jour

🦀 Maryland, Virginia, +1 états de plus – Distant

🦀 Maryland – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $100 000 - $175 000 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Fidelity Investments

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1946

💸 Finance

🤝 B2B

👥 B2C

💰 €2 000 000 Series unknown en 2024-03

Finance • B2B • B2C

Fidelity Investments est une société américaine de services financiers diversifiés à l'échelle mondiale, dédiée à aider les clients individuels et institutionnels à atteindre leurs objectifs financiers. L'entreprise est renommée pour sa gestion d'investissements (y compris les fonds communs de placement et la gestion d'actifs), ses services de retraite et de gestion de patrimoine, ses plateformes de courtage et de trading, ainsi que ses services aux clients institutionnels. Fidelity propose des produits orientés vers les consommateurs pour les investisseurs particuliers ainsi que des services B2B pour les employeurs, conseillers et institutions; le texte fourni sur le site mentionne également les pratiques standard de confidentialité/cookies sur le web et des restrictions d'utilisation transfrontalières.

Description

• Develop new business relationships with RIAs and “Breakaway” Advisors in the DMV region • Cultivate regional opportunities to acquire business objectives • Meet and exceed specified asset growth and new client goals in the assigned territory • Communicate Fidelity Institutional’s value proposition to prospects and centers of influence • Partner with other Fidelity businesses to introduce products, services, and capabilities to prospects • Profile prospects’ businesses and determine whether Fidelity Institutional products and services can add value • Partner with Inside Sales, Business Development, and Implementation teams on lead generation and onboarding • Understand and utilize the pricing model for profitability • Demonstrate domain expertise in the RIA business and competitive intelligence • Travel up to 50%

🎯 Exigences

• Bachelor’s degree • 10 plus years of direct client and/or financial services experience in Sales or Relationship Management • Direct experience in the RIA, custody, or brokerage industry • Series 7 and 63 registrations preferred • Ability to lead a complex sales cycle • Successful supervisory track record with clients and prospects through face-to-face meetings, phone-based relationships, and email • Proven quantifiable results in net flows, assets, or revenue at a strategic level with RIAs and Advisors • Effective communication skills and a proactive approach to building client interactions • Deep domain expertise in the RIA business and Fidelity’s competitors • Up to 50% travel required • Fidelity will not provide immigration sponsorship for this role • Must comply with applicable securities, investment advisory, investment company, ERISA, state securities, and FINRA-related laws and regulations • Certifications listed: Series 07 (FINRA) and Series 63 (FINRA)

🏖️ Avantages

• 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 • Reasonable accommodations for applicants with disabilities