Job Description:
The Purpose of Your Role
The Digital Platform Sales Director role is responsible for driving results within the RIA and Broker Dealer channels. Focusing on IBD breakaway advisors and existing RIA takeaway opportunities. You will be accountable for a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS). The Digital Platform Sales Director will develop new business relationships with RIAs and 'Breakaway' Advisors within their defined territory. You will cultivate the opportunities within this territory in order to achieve our business objectives. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.
The Value You Deliver
*Consult with prospects about using FIWMS' platform to custody their client assets*Understand and effectively communicate FIWMS' value proposition to prospects and centers of influence*Execute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitability*Source new advisory prospects; top of the funnel development*Territory management of up to 18 states within the Emerging segment (up to $250m AUM)*Build internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects*Ability to manage the full BAC process (Risk, Finance, Implementation, Technology, and Service)The Skills You Bring
*Bachelor's degree*12+ years direct client and/or financial services experience in Sales or Relationship Management*Series 7 and 63 registrations required*Your strong knowledge of the RIA, TAMP, Brokerage and Wirehouse markets*Demonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS' offering compares*Proven ability to lead a thorough and complex sales process*A history of achieving goals with quantifiable results (net flows, assets, and revenue)*Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contacts*Your ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organization*Experience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and videoCertifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
