Fidelity Investments
Digital Platform Sales Director - Central Region (Dallas, TX)
Fidelity Investments, Houston, Texas, United States,
Job Description
The Purpose of Your Role...The Digital Platform Sales Director role is responsible for driving results within the RIA and Broker Dealer channels. Focusing on IBD breakaway advisors and existing RIA takeaway opportunities. You will be accountable for a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS). The Digital Platform Sales Director will develop new business relationships with RIAs and 'Breakaway' Advisors within their defined territory. You will cultivate the opportunities within this territory in order to achieve our business objectives. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.Responsibilities
Consult with prospects about using FIWMS' platform to custody their client assetsUnderstand and effectively communicate FIWMS' value proposition to prospects and centers of influenceExecute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitabilitySource new advisory prospects; top of the funnel developmentBuild internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospectsTerritory management of up to 18 states within the Emerging segment (up to $250m AUM)The Skills You Bring
Bachelor's degree12+ years direct client and/or financial services experience in Sales or Relationship ManagementSeries 7 and 63 registrations requiredYour strong knowledge of the RIA, TAMP, Brokerage and Wirehouse marketsDemonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS' offering comparesProven ability to lead a thorough and complex sales processA history of achieving goals with quantifiable results (net flows, assets, and revenue)Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contactsYour ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organizationExperience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and videoCompany Information
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.For our Terms and Conditions, please visit
http://go.fidelity.com/LIterms
#J-18808-Ljbffr
The Purpose of Your Role...The Digital Platform Sales Director role is responsible for driving results within the RIA and Broker Dealer channels. Focusing on IBD breakaway advisors and existing RIA takeaway opportunities. You will be accountable for a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS). The Digital Platform Sales Director will develop new business relationships with RIAs and 'Breakaway' Advisors within their defined territory. You will cultivate the opportunities within this territory in order to achieve our business objectives. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.Responsibilities
Consult with prospects about using FIWMS' platform to custody their client assetsUnderstand and effectively communicate FIWMS' value proposition to prospects and centers of influenceExecute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitabilitySource new advisory prospects; top of the funnel developmentBuild internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospectsTerritory management of up to 18 states within the Emerging segment (up to $250m AUM)The Skills You Bring
Bachelor's degree12+ years direct client and/or financial services experience in Sales or Relationship ManagementSeries 7 and 63 registrations requiredYour strong knowledge of the RIA, TAMP, Brokerage and Wirehouse marketsDemonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS' offering comparesProven ability to lead a thorough and complex sales processA history of achieving goals with quantifiable results (net flows, assets, and revenue)Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contactsYour ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organizationExperience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and videoCompany Information
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.For our Terms and Conditions, please visit
http://go.fidelity.com/LIterms
#J-18808-Ljbffr