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

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🔥 2 minutes ago

🦀 Maryland, Virginia, +1 more states – Remote

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

💵 $100k - $175k / year

⏰ Full Time

🔴 Lead

🏙️ Outside Sales

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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

• 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%

🎯 Requirements

• 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)

🏖️ Benefits

• 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