Senior Manager, Regional Investment Consultant at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Investment ManagementIndustries

Requirements

BA/BS degree required
3 years of experience in a financial services client facing role
Series 7 and 63 required
2+ years of leadership / management experience
Series 24 & 51 is preferred or required within the first 90 days
Ability to teach high level sales technique
Advising your sales team to win complicated pipeline opportunities
Strong motivator for daily assertive effort to achieve results
Can establish a collaborative and inclusive team environment
Want the accountability of leading a team to results

Responsibilities

Lead a team of experienced phone sales professionals (Regional Investment Consultants - RICs) on the Intermediary Investments Sales Desk
Partner with an external wholesaler to lead a sales territory
Drive sales results across mutual fund, ETF, model, SMA and ALTs product lines
Ensure team's command of sales process, driving a sales pipeline, and portfolio construction to serve sophisticated intermediary client base
Connect capital market dynamics into product opportunities to serve clients and generate revenue
Develop polished sales professionals who achieve results through high activity metrics
Lead a competitive and high energy sales environment with accountability
Develop team members as a primary source of talent for hybrid sales, external sales, and relationship management roles
Impact individual associate development, career paths, and business results for Fidelity Institutional
Teach the value of collaboration, inclusivity, mentorship, and allyship

Skills

Series 7

Series 63

Series 24

Series 51

sales leadership

sales pipeline management

portfolio construction

capital markets

mutual funds

ETFs

SMA

ALTs

team management

financial services sales

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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