SVP, Head of Investment Sales Desk

Job Responsibilities

Lead large organization of 175+ associates in hybrid and internal wholesaling, inbound phone sales, and internships with teams dedicated to Core Wealth, DCIO, Insurance, Edward Jones, ETF, ALTS, and ModelsSet team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries.

Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management.

Prioritize collaboration across FI sales channels, Fidelity business units, investment strategists, sales enablement, learning and engagement, marketing, finance, data, and human resources.

Create an experience for our associates and managers rooted in accountability for business strategy, constant development, thriving culture, and robust career vitality.

Skills Required

• Leadership, coaching, and career development skills with a large early career professionals
• Proven leadership skills, particular on teams in face-paced, collaborative environments
• Hands-on leadership style; sets direction, makes decisions, and builds strong teams in competitive technical and commercial talent markets
• Proven effectiveness leading teams through uncertainty, regulatory change, and market cycles while maintaining focus and execution discipline
• Strong execution bias; defines outcomes, tracks performance, and holds teams accountable to measurable results

The Team

The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.

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.

Certifications

• Series 07 - FINRA
• Series 24 - FINRA
• Series 51 - FINRA
• Series 63 - FINRA