Senior Sales Desk Manager

Fidelity Investments • Smithfield, RI

26d • Onsite

About The Position

Join us as a Senior Sales Desk Manager in the Fidelity Institutional (FI) organization, specifically within the Intermediary Investments Client Group. This role is dedicated to raising assets across Fidelity’s investment capabilities by driving sales results through financial intermediaries such as financial advisors and registered investment advisors. As a Senior Manager, you will lead a team of experienced phone sales professionals, Regional Investment Consultants (RICs), who are responsible for managing 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. Your scope as manager will involve overseeing the Edward Jones partnership, a strategically important relationship established to support one of the industry's largest mutual fund distribution firms. The team operates with a dedicated field and internal sales model to strengthen advisor engagement, increase Fidelity fund representation on recommended product lists, and position Fidelity as a preferred fund family. Success requires close collaboration with external wholesalers, deep knowledge of advisor needs, and a focused approach to building relationships and driving sales growth within the Edward Jones channel. You will develop polished sales professionals who achieve results through high activity metrics and defined winning behaviors, leading a competitive and high-energy sales environment. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles. You will have a significant impact on individual associate development, enabling your team to succeed in their roles and establish strong career paths. Simultaneously, you will positively impact the business results for Fidelity Institutional by teaching the value of collaboration, inclusivity, mentorship, and allyship.

Requirements

• BA/BS degree required
• 3 years of experience in a financial services client-facing role
• Series 7 and 63 required
• 2 plus years of leadership / management experience
• 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
• Prepare associates with foundation to be successful sales professionals
• A supervisory principal who ensures compliant client interactions

Nice To Haves

• Series 24 and 51 is preferred or required within the first 90 days

Responsibilities

• Leading a team of experienced phone sales professionals (Regional Investment Consultants - RICs).
• Overseeing the Edward Jones partnership to maximize Fidelity's presence and influence.
• Strengthening advisor engagement within the Edward Jones channel.
• Increasing Fidelity fund representation on recommended product lists.
• Positioning Fidelity as a preferred fund family.
• Developing sales professionals to achieve results through high activity metrics and defined winning behaviors.
• Leading a competitive and high-energy sales environment with accountability.
• Ensuring compliant client interactions as a supervisory principal.
• Developing associates for strong career path trajectories.
• Fostering a fun, collaborative, inclusive, results-oriented culture.
• Impacting investment product sales results and financial results for Fidelity Institutional.

Benefits

• Fidelity Advisor Funds, ETFs, SMAs, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Institutional Money Market funds, a suite of alternative investments, and more.

What This Job Offers

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