Senior Sales Desk Manager

Fidelity • Smithfield, RI

25d • Onsite

About The Position

Join Fidelity Institutional (FI) as a Senior Sales Desk Manager in the Intermediary Investments Client Group, dedicated to raising assets across Fidelity’s investment capabilities. Your team will be responsible for driving sales results through financial intermediaries like 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 will manage sales territories in partnership with external wholesalers. The RICs will focus on the sales desk client segment and secondarily on the external wholesaler field segment clients. This is a commissioned-based investment product sales team accountable for achieving sales goals. Your management scope includes overseeing the Edward Jones partnership, a key relationship supporting one of the largest mutual fund distribution firms. The team operates with a dedicated field and internal sales model to strengthen advisor engagement, increase Fidelity fund representation, and position Fidelity as a preferred fund family. Success hinges on collaboration with external wholesalers, understanding advisor needs, and building relationships to drive sales growth within the Edward Jones channel. You will develop sales professionals who achieve results through high activity metrics and defined winning behaviors, fostering a competitive and high-energy sales environment. Our RICs are a pipeline for future talent in hybrid sales, external sales, and relationship management roles. You will have a significant impact on individual associate development, enabling team success and strong career path trajectories, while also positively impacting Fidelity Institutional's business results. You will teach the value of collaboration, inclusivity, mentorship, and allyship, which your team will carry throughout their Fidelity careers.

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 techniques
• Ability to advise sales team to win complicated pipeline opportunities
• Strong motivator for daily assertive effort to achieve results
• Ability to establish a collaborative and inclusive team environment
• Desire for accountability in leading a team to results
• Understanding of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and relevant state laws and FINRA rules.

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 and increasing Fidelity fund representation on recommended product lists.
• Positioning Fidelity as a preferred fund family within the Edward Jones channel.
• Developing polished sales professionals who achieve results through high activity metrics and defined winning behaviors.
• Leading a competitive and high-energy sales environment with accountability.
• Developing associates for strong career path trajectories in sales and relationship management.
• Ensuring compliant client interactions as a supervisory principal.
• Teaching the value of collaboration, inclusivity, mentorship, and allyship.

Benefits

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

What This Job Offers

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