VP, Advisor Consultant

Job not on LinkedIn

🔥 0 minutes ago

🏄 California, Oregon, +1 more states – Remote

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

💵 $65k - $75k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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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

• 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

🎯 Requirements

• 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

🏖️ 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