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 drive sales through retirement specialist advisors, consultants, and recordkeepers in your territory. You will provide market, retirement, and investment-product insights, develop client relationships, identify new business opportunities, retain assets, and grow market share. You will also collaborate with internal partners to improve service and expand client partnerships.
Requirements
- Bachelor’s degree
- Series 7 license
- Series 63 license
- Financial or investment management industry knowledge
- Field sales experience in financial services
- Communication skills
- Negotiation skills
- Consultative sales skills
- Presentation skills
Responsibilities
- Drive sales through retirement specialist advisors, consultants, and recordkeepers
- Provide market, retirement, and investment-product insights
- Develop client relationships and identify new business opportunities
- Retain assets and grow market share
- Consult on investment products, investment perspectives, and financial markets
- Collaborate with internal partners to improve service 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