Director, Business Development

Fidelity • Smithfield, RI

6d

About The Position

Fidelity is seeking a business development professional for its Institutional Client Group (ICG), the institutional distribution arm of Fidelity’s Asset Management business. The role supports an experienced Sales team in generating leads and implementing an end-to-end Sales process for existing clients and new prospects, with the primary goal of driving assets under management growth across assigned market segments. The position is considered a feeder pool to future Sales positions.

The successful candidate will use technical and analytical skills to assess data and identify relevant, salable opportunities in the institutional investment space, particularly the Defined Contribution market. The work involves building relationships with internal partners and developing plans to engage clients, prospects, and external consultants. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; current onsite expectations vary, and may evolve.

Requirements

• Bachelor’s degree required.
• At least 7 years of related product and industry experience.
• FINRA Series 7 and Series 63 required, or must be obtained within 90 days of hire.
• Extensive knowledge of the Defined Contribution investment landscape.
• Strong analytical skills, attention to detail, and ability to gain insight from data analyses.
• Ability to communicate complex information effectively, both verbally and in writing.
• Ability and desire to work effectively across a collaborative and inclusive culture.
• Thorough understanding of investment products relevant to the Defined Contribution market segment.

Nice To Haves

• MBA, CFA, or consulting experience.
• Fidelity experience is desirable.

Responsibilities

• Harvest and analyze proprietary, third-party, and public information to generate business ideas and identify high-conviction Sales opportunities.
• Build strategic relationships and establish Sales strategy sessions with internal business partners to discuss Fidelity’s investment capabilities.
• Manage Sales opportunities through their lifecycle in Salesforce CRM.
• Bring non-standard investment requests before Business Acceptance Committees for approval.
• Present Sales goals, campaign efforts, and key areas of focus to senior management and internal audiences.
• Acquire information on corporate plan sponsors, analyze it to prioritize Sales opportunities, and develop action plans to engage clients, prospects, and external consultants.

What This Job Offers

• Job Type: Full-time
• Career Level: Director