Senior Sales Desk Manager
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead experienced Regional Investment Consultants on the Intermediary Investments Sales Desk. You will oversee the Edward Jones partnership, coach sales professionals, develop sales techniques, advise on complex pipeline opportunities, and drive sales results while ensuring compliant client interactions.
Requirements
- BA/BS degree
- 3 years of experience in a financial services client-facing role
- Series 7 license
- Series 63 license
- 2 or more years of leadership or management experience
- Series 24 and Series 51 licenses preferred or required within the first 90 days
- Ability to teach high-level sales techniques
Responsibilities
- Lead a team of Regional Investment Consultants
- Oversee the Edward Jones partnership
- Coach sales professionals on high-level sales techniques
- Advise the sales team on complex pipeline opportunities
- Drive investment product sales results
- Prepare associates for successful sales careers
- Ensure compliant client interactions
Benefits
- Fully paid parental leave
- On-site health and wellness centers
