Senior Manager, Regional Investment Consultant

Fidelity Investments • Smithfield, RI

1d • Hybrid

About The Position

The Role Join us as a Senior Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement. You will develop polished sales professionals, who achieve results through high activity metrics. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles. The Expertise and Skills You Bring BA/BS degree required 3 years of experience in a financial services client facing role Series 7 and 63 required 2+ years of leadership / management experience Series 24 & 51 is preferred or required within the first 90 days Ability to teach high level sales technique Advising your sales team to win complicated pipeline opportunities Strong motivator for daily assertive effort to achieve results Can establish a collaborative and inclusive team environment Want the accountability of leading a team to results Opportunity to lead associates to a strong career path trajectory Prepare associates with foundation to be successful sales professionals Foster a fun, collaborative, inclusive, results oriented culture Impact investment product sales results and financial results to FI A supervisory principal who ensures compliant client interactions You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career. The Team Your team will have responsibility for driving sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital market dynamics into product opportunities is critical to successfully serving our clients and generating revenue to the firm. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA Category: Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• BA/BS degree required
• 3 years of experience in a financial services client-facing role
• Series 7 and 63 required
• 2+ years of leadership / management experience

Nice To Haves

• Series 24 & 51 is preferred or required within the first 90 days
• Ability to teach high level sales technique
• Advising your sales team to win complicated pipeline opportunities
• Strong motivator for daily assertive effort to achieve results
• Can establish a collaborative and inclusive team environment
• Want the accountability of leading a team to results
• Opportunity to lead associates to a strong career path trajectory
• Prepare associates with foundation to be successful sales professionals
• Foster a fun, collaborative, inclusive, results oriented culture

Responsibilities

• Leading a team of experienced phone sales professionals (Regional Investment Consultants - RICs).
• Ensuring RICs lead a sales territory in partnership with an external wholesaler.
• Driving sales results through financial intermediaries.
• Developing sales professionals to achieve results through high activity metrics.
• Fostering a competitive, high energy, fun, collaborative, inclusive, and results-oriented sales environment.
• Ensuring compliant client interactions as a supervisory principal.
• Developing individual associates, supporting their success in role and career path trajectory.
• Driving sales results across mutual fund, ETF, model, SMA, and ALTs product lines.
• Ensuring the team has a strong command of sales process, sales pipeline, and portfolio construction.
• Connecting capital market dynamics into product opportunities.

Benefits

• Fidelity Investments is an equal opportunity employer.
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees