Vice President Public Sector Sales West Territory
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 build a public-sector business pipeline and develop relationships with investment, treasury, and benefits executives. You will deliver investment solutions, lead complex business-development efforts and agreement negotiations, engage the industry, and provide clients with insights on investment challenges.
Requirements
- Bachelor’s degree
- 10+ years of financial services experience with institutional investment sales and business development success
- Understanding of U.S. public sector organizations, capital markets, and institutional investment solutions
- FINRA Series 7 and 63 registrations
- Experience engaging senior executives
- Experience negotiating investment management agreements and managing complex sales processes
- Consultative selling, relationship management, and client development skills
- Ability to communicate complex investment concepts
- Ability to work independently within a remote territory
- Collaboration skills across investment, research, trading, legal, compliance, and distribution functions
Responsibilities
- Build and maintain a pipeline of public-sector business opportunities
- Develop relationships with key investment, treasury, and benefits decision-makers
- Deliver tailored investment solutions to clients and prospects
- Lead complex business-development efforts
- Negotiate investment management agreements
- Navigate regulatory, operational, legal, and compliance considerations
- Partner across functions to deliver client outcomes
- Increase market visibility through industry engagement, speaking opportunities, and strategic partnerships
- Track industry trends and provide clients with investment insights
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