Responsibilities
- Lead a team of internal sales desk managers and representatives selling Fidelity investment products (mutual funds, ETFs, ALTS, SMA, Custom SMA, model portfolios) to broker‑dealer and RIA clients.
- Own sales strategy, execution, KPI scorecards, and compensation plans to drive firm initiatives and financial objectives.
- Collaborate with learning & enablement, sales enablement, investment strategists and capital markets strategists to optimize sales readiness.
- Leverage data, CRM and AI to enhance client targeting, segmentation, coverage and territory design.
- Partner with marketing and capital markets to create thought‑leadership resources and campaigns.
- Own accountability for sales and revenue goals, metrics and KPIs across the team.
- Help prepare the team for long‑term career vitality pathways within Fidelity Investments.
- Establish a competitive, collaborative, positive sales culture.
- Maintain compliance standards across the team.
Qualifications
- Bachelor’s degree required.
- Minimum 15 years of sales or relevant experience.
- Minimum 10 years of prior management experience.
- Series 7 and 63 licenses required.
- Series 24 and 51 licenses must be obtained within the first 90 days.
- Proven ability to build and lead strategy.
- Demonstrated effective communication and leadership skills.
Team
The Intermediary Investments Client Group is dedicated to raising assets across Fidelity’s investment capabilities. You will lead a team responsible for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. Your impact will include individual associate development, strong career paths, and positive business results for Fidelity Institutional.
Certifications
- Series 7 - FINRA
- Series 24 - FINRA
- Series 51 - FINRA
- Series 63 - FINRA
Compliance Notice
Please be advised that Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring or associating with individuals with certain criminal histories.
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