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<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $105,000 - $145,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Branch Leader - Millburn, NJ

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Bridgewater, NJ

Position Summary:Sauder Education, a leading furniture manufacturer for the higher education market, is seeking a manufacturer's sales representative to sell our Residence Hall furniture to the higher education market in the Upstate New York Territory. Our products are purpose built for this challenging environment and valued by our customers for that reason. The person that represents Sauder Education in this territory will be selling one of the hottest products in college housing, the Trey® chair, the zTrak bed system and popular innovative lounge products Rally and Chill.Description of Key Duties:<ul><li>Develop, orchestrate and build relationships with key decision makers on Higher Education campuses with a focus on Residence Life</li><li>Sell and quote Sauder Education furniture</li><li>Travel the territory in person by vehicle</li><li>Facilitate the installation of the furniture</li><li>Participate and be engaged in all training required by sales management</li><li>Enter and update all opportunities, contacts, and accounts into our CRM system</li><li>Update all quotes with accurate forecast dates and probabilities in the quoting system</li><li>Communicate regularly with sales management</li><li>Utilize virtual meeting technology to connect with customers</li></ul>What does success look like in this Territory?<ul><li>Have a home office and a vehicle to haul and demonstrate furniture</li><li>Hauling furniture around and demonstrating furniture directly to end users and specifiers on a frequent and on-going basis</li><li>Increasing the number of colleges and universities each year that do business with Sauder Education</li><li>Increase market share each year in the segment of Res Life on College and University campuses.&nbsp;</li><li>Selling a good mix of case goods, chairs and upholstered furniture&nbsp;</li><li>Consistently good Net Promoter Score feedback, (9’s and 10’s)</li><li>Submitting clean and complete orders</li><li>Developing solid relationships with many college/university customers as well as architects, designers, and dealers specifying in the higher education market with a focus on res life and housing on campus</li><li>Filling the pipeline with projects for the next 2-3 years ahead and keeping the opportunity pipeline database updated</li><li>A trend of growing sales each year</li></ul>Experience and Knowledge Required/preferred:<ul><li>It is highly desired to live within the specific territory defined</li><li>5+ years of successful sales experience</li><li>Territory management experience</li><li>Experience in Higher Education and Residence Life</li><li>Maintain adequate transportation to facilitate moving samples and materials</li><li>Persistent, likeable, trustworthy</li><li>Ability to build and maintain long-term relationships</li><li>Ability to manage long-term sales cycle</li><li>Familiar with using Microsoft office</li></ul>Key Attributes Required:<ul><li>Ability to solve practical problems and deal with a variety of concrete variables</li><li>Ability to solve problems in stressful situations</li><li>Ability to take a “no” and move on with respectful persistence</li><li>Strong attention to details</li><li>Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form</li><li>Self-starting, goal-oriented individual who takes personal accountability for performance</li><li>Communicates effectively in both oral and written forms</li><li>Individual will need to demonstrate previous success in excellent organizational, facilitation, and communication skills</li><li>Computer skills to help with communication and quoting</li><li>Ability to organize information to be support territory, project, and account management</li></ul>Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to travel throughout the territory meeting with end users, dealerships and A&amp;D firms and will often be required to lift heavy furniture items, occasionally exceeding 80 lbs. The employee is regularly required to talk or hear and frequently required to walk and sit. Use of hands and fingers will be required for writing, computer use, and phone use.&nbsp; Work in a manner consistent with standard Sauder safety practices and expectations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Encompasses the full spectrum from customer’s offices, personal offices, to executive board rooms.&nbsp; The noise levels in these work environments are usually low to moderate. Personal protective equipment such as eye protection and ear protection may be required in the shop floor environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Equal Opportunity/Affirmative Action Employer M/F/Disabled/VeteranSpecific Outcomes to be Delivered:LeadershipModel the Company’s Leadership Values and develop a strong collaborative and engaged team-based cultureCollaborationContribute to and be an effective member of the SMC organization.&nbsp; Engages regularly with team members to identify competitive advantages with both home office and other territory managersTalent DevelopmentEnsure continual development of sales skills to higher levels of competency with the goals of meeting future sales targetsCustomer ServiceEnsure the highest level of customer service is consistently provided by effectively communicating and coordinating the activities during the sales processCommission based salary

Sauder Manufacturing Co.

Territory Sales Manager -Upstate New York

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Millburn, NJ

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.Membership Portfolio Services is responsible for developing and scaling several growing businesses that are strategically important to American Express. Each of the businesses within Membership Portfolio Services connect Card Members with Merchants - a key differentiator of our Membership Model - and which also represent a significant opportunity to help drive our growth over the mid-to-long term.Amex Offers/Ads sits within the Membership Portfolio Services Team.Launched in 2012, Amex Offers is a digital advertising platform that connects Merchants, Advertisers and brands with the tens of millions of American Express Card Members across the globe. The Amex Offers team develops strategic advertising partnerships that deliver – through the Amex offers platform - unique differentiated value to reach high-spending Card Members in the digital channels where they engage with American Express. Through this solution, we can help advertisers get laser-focused on who our mutual customers are, what they want, and how we can meet their needs - delivering deep insights and maximizing results.How will you make an impact in this role?This Senior Manager position is an advertiser-facing subject matter expert responsible for engaging in strategic-level discussions and end-to-end project ownership for Amex Offers engagements. The successful candidate will have experience building and managing a merchant and advertiser pipeline and driving the consultative sales process to identify growth opportunities and effectively develop merchant relationships within their respective portfolio. &nbsp;A strong candidate should be able to leverage business insights to identify new and deepened partnership opportunities and develop strong relationships with senior level marketing, media and advertising contacts. &nbsp;Responsibilities include drafting proposals, working with marketing execution specialists and present robust campaign performance analyses. This role requires &nbsp;focused collaboration both internally and externally across a variety of teams and business partners.Key Areas of Focus<ul><li>Relationship Management: Lead strategic partnerships with merchants, with a focus on engaging new partners and driving revenue growth through Amex Offers/Ads</li><li>Consultative Selling: Build an active pipeline of opportunities and deliver compelling sales proposals to drive merchant advertiser engagement by utilizing consultative selling to assess needs, while leveraging industry &amp; marketplace expertise</li><li>Business Development: Cultivate a robust network and multi-level C-Suite relationships with merchant advertisers to grow relationships and Amex Offers engagement</li><li>Marketing &amp; Insights: Own end-to-end marketing and insights project planning, delivery, and measurement. Develop and deliver presentations to executives at merchant partners</li></ul>Minimum Qualifications<ul><li>Strong partner management and/or customer success experience, including a track record of success in nurturing existing relationships with internal and external clients that drive commercial outcomes</li><li>Strategic thinker with a consultative sales approach</li><li>Experience meeting and exceeding sales goals while managing an active pipeline of existing partners</li><li>Strong communication skills and executive presence with the ability to probe/diagnose merchant needs and propose real-time customized solutions across all levels of the organization, internally and externally</li><li>Effective quantitative skills that enable the analysis of data sets and generation of actionable recommendations with measurable value</li><li>Experience translating complex, technical information to a non-technical audience and confidently present to senior management both inside and outside the company</li><li>Strong problem solving, project management, analytical and presentation skills</li><li>Ability to multitask and prioritize across a portfolio of clients and projects, with high attention to detail</li><li>Prior experience in media sales or digital advertising a plus</li></ul>Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Senior Manager, Customer Success, Sales & Success

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $170,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

VP, Branch Leader - Lincoln Center, NY

<h3>Job Description:</h3>The Role The Head of FMAX Distribution leads the integrated sales strategy and execution for Fidelity’s FMAX platform across Relationship Management and Advisor Sales teams. This role drives advisor adoption, client growth, and platform expansion through strategic planning, performance oversight, and cross-functional alignment. As a senior leader, they ensure operational excellence, foster talent development, and represent FMAX in key client and industry engagements.Strategic Leadership &amp; Sales Execution​ <ul><li>Develop and own the integrated sales strategy for FMAX across RM and Advisor Sales teams, including segmentation, territory planning, and vertical-specific approaches. ​</li><li>Align distribution efforts with broader Fidelity initiatives, ensuring consistency and scalability across IWMS and FI channels.​</li><li>Drive advisor engagement and platform adoption through coordinated field and desk sales efforts, strategic</li></ul>Client &amp; Partner Engagement​<ul><li>Represent FMAX at advisor conferences and industry events, articulating Fidelity’s managed solutions strategy and value proposition.​</li><li>Manage strategic relationships, including Envestnet, to ensure platform alignment and joint execution.​</li><li>Serve as the voice of the client, channeling feedback into product enhancements and roadmap decisions in partnership with Product Leaders.​</li></ul>Performance Management &amp; Talent Development​<ul><li>Lead, coach, and develop high-performing RM and Advisor Sales teams, fostering a culture of collaboration, innovation, and continuous improvement.​</li><li>Implement and oversee performance scorecards, flash reporting, and business reviews to monitor team effectiveness and drive accountability.​</li><li>Promote Fidelity’s managed solutions through internal referrals, lead conversion strategies, and advisor activation initiatives.​.​</li></ul>Business Management Leadership​<ul><li>Ensure operational excellence in lead conversion, deployment processes, and client transitions—especially for MAS and ENV Direct.​</li><li>Manage client-level P&amp;L, pricing strategy, and profitability analysis to inform growth decisions and optimize economic outcomes.​</li><li>Balance leadership focus with business operations, including cross-functional coordination and strategic planning</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</li><li>Series 7 &amp; 63 licenses required (pass within 90 days)</li><li>15+ years of financial services experience</li><li>Willingness to travel 60% Nationally</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!The base salary range for this position is $70,000 - $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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Vice President, Head of FMAX Distribution

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant -Morristown, NJ

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards. The Merchant Acquisition and Supplier Enablement (MASE) team within GMNS is a nationwide organization comprised of over 160 professionals dedicated to signing and enabling U.S. merchants for AXP Card acceptance.The Manager of Business Development (MBD) is a direct sales position on the NY_NJ District Sales team within the Eastern Region of Merchant Acquisition. This position will focus on high value prospects that have an annual sales revenue up to $10B within B2B verticals and segments that do not currently accept the Card as a form of payment. This role will also work closely with our Global Commercial Services (GCS) and the Regional Centralized Client Management teams to expand B2B coverage, drive charge volume, and a focus on Welcomed Acceptance.The successful candidate will use his/ her in-depth knowledge of American Express and target industries to partner with prospects and internal stakeholders across the blue box to devise and implement innovative deal constructs to unlock previously untapped opportunities.Qualifications:<ul><li>Track record of conceiving, structuring, selling in, and implementing creative, innovative deals</li><li>Ensures proper business process, conduct and compliance controls and adherence</li><li>Demonstrated ability to form relationships and drive consensus with key internal stakeholders, including pricing, legal, Card issuers, Risk, and other internal partners</li><li>Strong financial acumen. Excellent financial and analytical skills used to prepare and present quantitative analyses to prospects.</li><li>Strong primary and secondary account/ industry research skills; demonstrated ability to leverage professional network and third-party sources to develop deep understanding of prospect needs, anticipated objections, and potential leverage points</li><li>Excellent communication skills, both written and verbal. Strong executive presence.</li><li>Strong negotiation skills; demonstrated ability in building rapport and earning credibility with prospects.</li><li>Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction.</li><li>Bachelor’s degree and 5+ years of successful outside sales experience.</li><li>Proficiency with Salesforce.com an asset.</li><li>Candidate must reside in the designated territory (Upper Manhattan).</li><li>Applicant must have a valid driver's license. A motor vehicle records check will be conducted for all successful candidates at the time of offer. Disclosure of all moving violations within the last 3 years (Including, but not limited to: speeding tickets, refusal to submit to blood alcohol content, reckless driving, leaving scene of accident, and driver’s license suspension for moving violations) is required during the application process.</li></ul>Salary Range: $69,750.00 to $128,000.00 annually + sales incentive + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

13 Sales Jobs in Millburn, NJ, USA