Vice President, DCIO Sales(New England and Upper State NY Territory)

Fidelity Investments • MA Work From Home, MA

14d • $65,000 - $210,000

About The Position

Fidelity Investments is seeking a Vice President, DCIO Sales to support and drive sales through Retirement Specialist Advisors/Consultants and Recordkeepers in the New England and Upper State NY territory. The role provides clients with market and retirement insights and investment product solutions, helping them make decisions for their end clients. The Vice President is part of the Fidelity Institutional distribution team and is responsible for driving new business, retaining assets, and growing market share. The position requires a strong sales background and a collaborative, client-focused approach.

Requirements

• Bachelor’s degree required.
• Series 7 and Series 63 required.
• Passion for the financial or investment management industry.
• Five years of field sales experience; experience in the financial services industry is highly preferred.
• Outstanding communication, negotiation, decision-making, and multitasking abilities.
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities.
• Ability to represent multiple investment product offerings.
• Excellent interpersonal skills that support a positive client experience.
• Passion for sales and ability to uncover and qualify new opportunities.
• Commitment to continuous self-improvement and a competitive drive.
• Ability to thrive in a fast-paced environment and work as part of a strong team.
• High aptitude for learning quickly and adapting to new situations.
• Effective consultative sales and presentation skills.

Nice To Haves

• CIMA or CFA certification desired.
• Field sales experience within the financial services industry is highly preferred.

Responsibilities

• Support and drive sales through Retirement Specialist Advisors/Consultants and Recordkeepers in the assigned territory.
• Provide market and retirement insights and investment product solutions to retirement specialist advisors and their firms.
• Drive new business, retain assets, and grow market share.
• Consult on Fidelity products, investment perspectives, and financial markets to help clients pursue their investing goals.
• Collaborate with internal partners to determine how to service professionals and create further opportunities to partner with them.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
• Bonus or other variable compensation may be included, depending on position and eligibility requirements.

What This Job Offers

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