Senior Manager, Regional Investment Consulting
Job Description:
The RoleJoin us as a Senior Manager in the Fidelity Institutional (FI) organization.
Specifically, you will be working in the Intermediary Investments Client Group which is dedicated to raising assets across our tremendous line up of Fidelity s investment capabilities.
u00A0 Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors.
u00A0 As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals.
u00A0 The Skills/Expertise You Bring BA/BS degree required 3 years of experience in a financial services client facing role Series 7 and 63 required 2
years of leadership / management experience Series 24 & 51 is preferred or required within the first 90 days Ability to teach high level sales technique Advising your sales team to win complicated pipeline opportunities Strong motivator for daily assertive effort to achieve results Can establish a collaborative and inclusive team environment Want the accountability of leading a team to resultsu00A0 Opportunity to lead associates to a strong career path trajectory Prepare associates with foundation to be successful sales professionals Foster a fun, collaborative, inclusive, results oriented culture Impact investment product sales results and financial results to FI A supervisory principal who ensures compliant client interactions Theu00A0Teamu00A0Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler.
u00A0 The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients.
u00A0 They are a commissioned based investment product sales team accountable for sales goal achievement.
Your team will have responsibility for driving sales results across our mutual fund, ETF, model, SMA and ALTs product lines.
u00A0 Your team s command of sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base.
u00A0 The ability of your team to connect capital market dynamics into product opportunities is critical to successfully serving our clients and generating revenue to the firm.
u00A0 You will develop polished sales professionals, who achieve results through high activity metrics.
u00A0 You will lead a competitive and high energy sales environment, with accountability.
u00A0 Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles.
u00A0 You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths.
u00A0 Simultaneously, you will positively be impacting the business results for Fidelity Institutional.
u00A0 You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
u00A0 Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA Company OverviewFidelity 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 UsAt 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 Best Place to Work in 2023.
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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling u201CDynamic Workingu201D.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
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.
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 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.
Recommended Skills Assertive Business Relationship Management Coaching And Mentoring Construction Consulting Exchange Traded Fund Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
