Job Description:
Vice President Wealth and Brokerage Platform Sales Job Description:
Do you want to work for a fast paced organization where people make the difference? Are you an experienced sales professional with a successful track record of business development?
Fidelity Clearing & Custody Solutions® has $2.3T in AUA and services about 4,100 clients and more than 6 million accounts that provides a comprehensive wealth platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. The business goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, outstanding people and progressive technology.
The Purpose of Your Role
The Vice President Wealth and Brokerage Platform Sales is primarily responsible for managing a defined set of clearing and custody prospective clients and influencers in the broker dealer, bank, and retirement segments. The role focuses on engaging prospects and converting them to clients. The ideal candidate will be an experienced financial service executive with a consistent sales track record. This role demands a strong business acuity, consulting framework, sales skills expertise and knowledge of operations and technology.
The Expertise We’re Looking For
- Bachelor’s Degree required
- At least 10 years of industry exposure to financial services
- Consulting
- Business development
- Fin Tech
- Series 7 and 63 required or attained within 90 days of hire
- A comprehensive understanding of the wealth management clearing marketplace including technology, investment products, capital markets and operations.
- Ability to travel extensively
The Value You Deliver
- Running the entire sales process from developing an opportunity, understanding the transformation needs of the prospect, delivering presentations and leading the overall due diligence and contract process.
- Developing a strategic business plan with key markets, influencers and specific prospects.
- Working in a team environment with subject matter authorities to help close business
- Representing Fidelity with the integrity, knowledge, and value that is consistent with its brand and culture
The Skills You Bring
- Comfort interacting, engaging and delivering value with the C–Suite
- A consistent record of success in a strategic sales business to business environment and an understanding of sophisticated sales processes
- Outstanding ability to build and manage relationships through demonstration of competency, partnership and strategic thought.
- Strong ability to negotiate and close client contracts
- Effective communication skills and an approach to proactively build client interactions
- Detailed knowledge of the financial service industry, with specific expertise in clearing
- Strong influence skills and creativity
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
The base salary range for this position is $100,000 - $175,000 per year.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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.