VP, Intermediary Divisional Investment Sales Desk

Fidelity Investments • Smithfield, RI

1d

About The Position

Lead an organization of internal sales desk managers and internal sales desk representatives selling Fidelity investment products and solutions to broker/dealer and RIA clients (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios). Own sales strategy, execution, KPI scorecards, and compensation plans to execute against firm initiatives and financial objectives. Collaborate with business partners across learning and enablement, sales enablement, investment strategists, and capital markets strategists to optimize sales team readiness. Leverage data, CRM, and AI to enhance client targeting, segmentation models, client coverage, and territory design. Partner with marketing and capital markets to create thought leadership resources and campaigns. Own the accountability for sales and revenue goals, metric and KPI results across the sales managers and sales team you lead. Help prepare team for long term career vitality pathways across Fidelity Investments. Establish a competitive, collaborative, positive sales culture. Own compliance standards across your teams.

Requirements

• Bachelor's degree required
• Minimum 15 plus years sales/relevant experience
• Minimum 10 plus years of previous management experience
• Series 7 and 63 required
• Series 24 and 51 must be obtained within the first- 90 days in the position
• Proven ability to build and lead strategy
• Demonstrated effective communication and leadership capabilities

Responsibilities

• Lead an organization of internal sales desk managers and internal sales desk representatives selling Fidelity investment products and solutions to broker/dealer and RIA clients (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios)
• Own sales strategy, execution, KPI scorecards, and compensation plans to execute against firm initiatives and financial objectives
• Collaborate with business partners across learning and enablement, sales enablement, investment strategists, and capital markets strategists to optimize sales team readiness
• Leverage data, CRM, and AI to enhance client targeting, segmentation models, client coverage, and territory design
• Partner with marketing and capital markets to create thought leadership resources and campaigns
• Own the accountability for sales and revenue goals, metric and KPI results across the sales managers and sales team you lead
• Help prepare team for long term career vitality pathways across Fidelity Investments
• Establish a competitive, collaborative, positive sales culture
• Own compliance standards across your teams

What This Job Offers

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