Senior Manager, Regional Investment Consultant
About The Position
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. 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. Note: Fidelity will not provide immigration sponsorship for this position.
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
- 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
Responsibilities
- Leading Regional Investment Consultants (RICs)
- Driving sales results through financial intermediaries
- Developing sales professionals
- Leading a competitive and high energy sales environment
- Impacting investment product sales results and financial results to FI
- Ensuring compliant client interactions
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What This Job Offers
Job Type
Full-time
Career Level
Manager
