Vice President, DCIO Sales – New England and Upstate NY Territory

🔥 4 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $65k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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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

• Support and drive sales through Retirement Specialist Advisors/Consultants and Recordkeepers in the assigned territory • Provide market and retirement insights and investment product solutions to retirement specialist advisors and their firms • Drive new business, retain assets, and grow market share • Consult on Fidelity products, investment perspectives, and financial markets to assist clients with investing goals • Collaborate with internal partners to service professionals and create additional partnership opportunities • Identify opportunities through strategic partnerships with retirement specialist advisors, consultants, and recordkeepers • Contribute to the Fidelity Institutional distribution team

🎯 Requirements

• Bachelor’s Degree required • Series 7 and 63 required • CIMA or CFA desired • Passion for the financial or investment management industry • 5 years of field sales experience, working within Financial Services Industry highly preferred • Outstanding communication, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities • Ability to represent multiple investment product offerings • Excellent interpersonal skills that translate into a positive client experience • Passion for sales and ability to uncover and qualify new opportunities • Commitment to constant self-improvement and competitive drive • Ability to thrive in a fast-paced environment and work as part of a strong team • High aptitude to learn new things quickly and adapt to new situations • Effective consultative sales and presentation skills • Must not have criminal history that restricts hiring or association under applicable laws and regulations • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • 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

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