41 jobs for "Investment Product Specialist"

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Fidelity Investments helps hundreds of Financial Advisors and Institutions with complex and difficult decisions they make on behalf of their customers. As Vice President, DCIO Sales you will provide our clients (Retirement Specialist Advisors/Consultants and Record Keepers) with clarity and confidence regarding investment solutions for their end clients. We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background.

As a Vice President, DCIO Sales your primary responsibility will be supporting and driving sales through Retirement Specialist Advisors/Consultants and Recordkeepers in your territory. You will work daily to help provide valuable market and retirement insights, and investment product solutions to retirement specialist advisors and their firms. In your role you will be an important part of the Fidelity Institutional distribution team and will be responsible for driving new business, retaining assets and growing market share.

The Expertise and Skills You Bring

Bachelor's Degree required
Series 7 and 63 required
CIMA or CFA desired
Passion for the financial or investment management industry
5 years of field sales experience, working within Financial Services Industry highly preferred
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
Ability to represent multiple investment product offerings
Excellent interpersonal skills that translate into a positive client experience
Passion for sales and the ability to uncover and qualify new opportunities
Commitment to constant self-improvement and exhibit a competitive drive
Ability to thrive in our fast paced environment and enjoy being part of a strong team
High aptitude to learn new things quickly and adapt to new situations
Effective consultative sales and presentation skills
Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
Collaborating with Internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.

The Team

The DCIO Sales team is a results-oriented organization focused on growing Fidelity's retirement business through strategic partnerships with retirement specialist advisors, consultants, and recordkeepers. Team members combine deep industry knowledge, strong relationship management skills, and a consultative sales approach to identify opportunities, retain assets, and drive market share growth. Collaboration, client focus, and a commitment to excellence are at the core of how the team serves the marketplace.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $65,000-210,000 USD 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.

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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales

About Fidelity Investments

A privately- held financial services company that is committed to helping people invest and plan for their futures.

Size: 10,000+ employees
Industry: Financial Services

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