Senior Sales Desk Manager

About the role

Join Fidelity Institutional as a Senior Sales Desk Manager in the Intermediary Investments Client Group. You will lead a team of Regional Investment Consultants (RICs) who drive sales results through financial intermediaries such as financial advisors and registered investment advisors. Your team will oversee the Edward Jones partnership, a strategic relationship with one of the industry’s largest mutual fund distribution firms, and work to strengthen advisor engagement, increase Fidelity fund representation on recommended product lists, and position Fidelity as a preferred fund family.

Responsibilities

• Lead and develop a team of experienced phone sales professionals (RICs) to achieve sales goals through high activity metrics and defined winning behaviors.
• Oversee the Edward Jones partnership, coordinating dedicated field and internal sales models to serve as a strategic partner to Edward Jones advisors.
• Collaborate closely with external wholesalers to deepen understanding of advisor needs and drive sales growth within the Edward Jones channel.
• Foster a competitive, high‑energy sales environment with clear accountability and motivate daily assertive effort toward results.
• Prepare associates for successful sales careers, providing a foundation that feeds hybrid sales, external sales, and relationship management roles.
• Teach the value of collaboration, inclusivity, mentorship, and allyship, embedding these principles in the team’s Fidelity career.
• Impact investment product sales results and financial results, working with the FIA supervisory principal to ensure compliant client interactions.

Requirements

• BA/BS degree required.
• 3 years of experience in a financial services client‑facing role.
• Series 7 and Series 63 licenses required.
• 2+ years of leadership or management experience.
• Series 24 and Series 51 preferred or required within the first 90 days.

Skills

• Ability to teach high‑level sales techniques.
• Skill in advising the sales team to win complicated pipeline opportunities.
• Strong motivator for daily assertive effort to achieve results.
• Capable of establishing a collaborative and inclusive team environment.
• Desire for accountability in leading a team to results.
• Opportunity to lead associates toward a strong career‑path trajectory.
• Skill in preparing associates with a foundation to be successful sales professionals.
• Ability to foster a fun, collaborative, inclusive, results‑oriented culture.
• Capable of teaching the value of collaboration, inclusivity, mentorship, and allyship.

Schedule

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.