Vice President DCIO Sales
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.
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 support and drive sales through retirement specialist advisors, consultants, and recordkeepers. You will provide market insights and investment solutions, develop client relationships, identify new business, retain assets, and grow market share.
Requirements
- Bachelor's degree
- Series 7 license
- Series 63 license
- Five years of field sales experience in financial services preferred
- CIMA or CFA designation preferred
- Knowledge of financial or investment management
- Communication
- Negotiation
- Decision-making
- Consultative sales
- Presentation
- Relationship management
Responsibilities
- Drive sales through retirement specialist advisors, consultants, and recordkeepers
- Provide market and retirement insights and investment product solutions
- Develop new business opportunities
- Retain assets and grow market share
- Consult on investment products, investment perspectives, and financial markets
- Collaborate with internal partners to serve professionals and create partnership opportunities
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable-giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources