Regional Director – Raleigh-Durham, North Carolina Territory

🕒 September 22

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 20%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Consult on Fidelity products, investment perspectives, and financial markets to support clients’ investing goals • Collaborate with internal partners and specialists to service financial professionals and create new partnership opportunities • Support and drive sales through independent broker/dealer and wirehouse financial advisors • Provide market insight, portfolio construction guidance, and investment product solutions • Make in-person sales calls with financial advisors • Partner with internal and specialist teams to drive new business, retain assets, and grow market share • Represent Fidelity Institutional Core Wealth distribution team across the Eastern Carolinas territory

🎯 Requirements

• Bachelor’s Degree required • Series 7 and 63 required • Must live within the designated Raleigh-Durham, North Carolina territory • Must live and work from home in the designated territory • 5 years of field sales experience, working within financial services highly preferred • CIMA or CFA desired • Passion for the financial services industry • Outstanding communication, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities • Ability to represent Mutual Funds, ETFs, Custom model portfolios, SMAs, Direct Indexing, and Alternative Investments • Excellent interpersonal skills • Passion for sales and ability to uncover and qualify new opportunities • Effective consultative sales and presentation skills • High aptitude to learn new things quickly and adapt to new situations • No immigration sponsorship provided • Must satisfy applicable regulatory and background-history requirements

🏖️ Benefits

• Growth and development opportunities for employees • Professional growth and long-term expanded career opportunities • Encouraging team environment • Fidelity investment products, tools, and resources

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