Job Description:
The Senior Vice President Institutional Sales will focus on Fidelity Asset Management sales to corporate defined benefit, defined contribution investment only, endowment and foundation, insurance balance sheet, and Taft Hartley prospects. This individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new revenue from the prospective distribution channels listed above.
The Expertise You Have
•Bachelor’s Degree required, MBA and CFA desired
Series 7 and 63, strong knowledge of US and international capital markets
•At least 10+ years of institutional sales experience / proven success covering Institutions
•Experience selling target date solutions
•Defined benefit experience. Familiarity with LDI and risk management solutions.
The Skills You Bring
•Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.
•Proficient and successful in selling traditional and alternative investment management solutions
•Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).
•Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.
•Strong consultative, relationship-based selling skills.
•Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.
•Outstanding collaboration skills, ability to work appropriately with portfolio managers, , research, marketing, consultant relations, and fellow sales professionals to position and sell the full range of investment solutions for institutional clients.
•Proven ability to work across a complex organizational culture
•Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers
The Value You Deliver
- Excellent communication skills working with various groups within the Fidelity organization
- Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.
- Must be proactive and have excellent communication and presentation skills.
- Excellent interpersonal, problem solving, influencing, and consultative skills.
- Excellent organizational skills follow through and ability to prioritize.
- Strong leadership and team building skills.
- Passion for financial markets, investment process and provision of effective investment solutions.
- Develop relationships with investment consultant and advisor community
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.