VP, Public Sector Sales (West Territory)
About The Position
The VP, Public Sector Sales – West Territory is responsible for driving new business growth across the public sector by developing senior-level relationships, identifying opportunities, and positioning Fidelity's investment capabilities to meet client needs. The role expands Fidelity's presence in Defined Benefit, Defined Contribution, and balance sheet asset markets, generating new assets and long-term client partnerships. The Public Sales team grows Fidelity's institutional investment management business among public plan sponsors and government entities. The role collaborates with investment professionals, consultant relations, research, trading, and distribution partners to bring Fidelity's investment capabilities to clients. It is part of a collaborative, nationally distributed team focused on addressing complex investment challenges and strengthening Fidelity's position in the institutional marketplace. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve; the transition does not apply to fully remote roles. The posting does not specify the work arrangement for this particular position.
Requirements
- Bachelor's degree.
- At least 10 years of financial services experience with a demonstrated track record of institutional investment sales and business development success.
- Deep understanding of U.S. public sector organizations, capital markets, and institutional investment solutions.
- Series 7 and Series 63 registrations.
- Ability to engage and influence senior executives, including CIOs, CFOs, Treasurers, and Benefits leaders.
- Experience negotiating investment management agreements and managing complex, multi-stakeholder sales processes.
- Strong consultative selling, relationship management, and client development skills.
- Ability to communicate complex investment concepts clearly and effectively to internal and external audiences.
- Strategic thinking, strong problem-solving capabilities, and a growth mindset.
- Self-motivation and effectiveness working independently within a remote territory.
- Passion for financial markets and delivering investment solutions that help clients achieve their objectives.
- Strong collaboration skills and ability to partner across investment teams, research, trading, consultant relations, legal, compliance, and distribution functions.
Nice To Haves
- MBA, CFA, or other advanced investment credentials.
Responsibilities
- Build and maintain a robust pipeline of new public sector business opportunities across asset classes.
- Develop relationships with key decision-makers, including investment, treasury, and benefits executives.
- Represent Fidelity's investment management capabilities and deliver tailored investment solutions to clients and prospects.
- Lead complex business development efforts, including negotiating Investment Management Agreements and navigating regulatory, operational, legal, and compliance considerations.
- Partner across Fidelity to deliver a seamless client experience and drive successful outcomes.
- Increase Fidelity's visibility and market presence through industry engagement, speaking opportunities, and strategic partnerships.
- Stay informed on industry trends and provide clients with insights to help them navigate evolving investment challenges.
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 and tuition reimbursement
- Learning resources to develop your career
- Depending on position and eligibility, bonus or other variable compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
