Vice President, Custody Sales – District of Columbia, Maryland, Virginia Territory

This is a fully remote position, open to applicants in Maryland, +2 more states.

📋 Description

• Establish new business connections with RIAs and "Breakaway" Advisors in the DMV area.

• Foster regional opportunities to meet business objectives.

• Achieve and surpass specified asset growth and new client targets within the designated territory.

• Articulate Fidelity Institutional’s value proposition to potential clients and influential contacts.

• Collaborate with other Fidelity divisions to introduce products, services, and capabilities to prospects.

• Analyze prospects’ businesses to assess how Fidelity Institutional products and services can provide value.

• Work alongside Inside Sales, Business Development, and Implementation teams for lead generation and onboarding.

• Understand and apply the pricing model to ensure profitability.

• Exhibit expertise in the RIA sector and competitive intelligence.

• Willingness to travel up to 50%.

⛳️ Requirements

• Bachelor’s degree.

• Over 10 years of direct client and/or financial services experience in Sales or Relationship Management.

• Direct experience within the RIA, custody, or brokerage sectors.

• Preferred Series 7 and 63 registrations.

• Capability to lead a complex sales cycle.

• Proven supervisory experience with clients and prospects through in-person meetings, phone interactions, and emails.

• Demonstrated quantifiable achievements in net flows, assets, or revenue at a strategic level with RIAs and Advisors.

• Strong communication skills and a proactive approach to fostering client interactions.

• Extensive domain knowledge in the RIA sector and Fidelity’s competitors.

• Up to 50% travel is mandatory.

• Fidelity will not offer immigration sponsorship for this position.

• Must adhere to applicable securities, investment advisory, investment company, ERISA, state securities, and FINRA-related laws and regulations.

• Required certifications include Series 07 (FINRA) and Series 63 (FINRA).

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement options.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance including student loan repayment.

• Tuition reimbursement.

• Access to learning resources to advance your career.

• Bonus or other variable compensation may be available depending on position and eligibility.

• Reasonable accommodations for applicants with disabilities.