VP, Fidelity Family Office Sales(Southwest Region)
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About The Position
Fidelity Family Office Services was established in 2004 to serve the sophisticated needs of single and multi-family offices and ultra wealthy investors. We provide custody, brokerage and investment services, in addition to business consulting. Clients choose to work with our dedicated business unit because we are cost effective, provide objective guidance and, most importantly, deliver outstanding service. Our focus is to support the needs of breakaway advisors, Multi-Family Office executives and UHNW the end-clients they serve. The Vice President Southern West Region is primarily responsible for managing a territory of prospective clients and influencers. The VP is responsible for engaging and consulting with prospects and ultimately converting them to clients. The ideal candidate will be an experienced sales professional with a proven track record of success in the Registered Investment Advisor (RIA), Family Office, and/or High Net Worth marketplace.
