Vice President, DCIO Sales – New England and Upper State NY

This is a fully remote position, open to applicants in New York.

📋 Description

• Support and enhance sales through Retirement Specialist Advisors/Consultants and Recordkeepers within the designated territory

• Offer market insights and retirement investment product solutions to retirement specialist advisors and their firms

• Generate new business, retain assets, and expand market share

• Provide consultations on Fidelity products, investment insights, and financial markets to aid clients in achieving their investment objectives

• Collaborate with internal partners to serve financial professionals and develop additional partnership opportunities

• Represent a range of investment product offerings as a member of the Fidelity Institutional distribution team

⛳️ Requirements

• A Bachelor’s Degree is required

• Series 7 and 63 certifications are mandatory

• CIMA or CFA certification is preferred

• A strong passion for the financial or investment management sector

• A minimum of 5 years of field sales experience, ideally within the Financial Services Industry

• Exceptional communication, negotiation, decision-making, and multitasking skills

• Capability to stay organized, resourceful, and prioritize ongoing sales opportunities

• Proficiency in representing multiple investment product portfolios

• Excellent interpersonal abilities

• A strong passion for sales and the ability to discover and qualify new opportunities

• A commitment to continuous self-improvement and a competitive spirit

• Ability to excel in a fast-paced environment and collaborate effectively within a strong team

• A high aptitude for rapid learning and adapting to new situations

• Effective consultative sales and presentation skills

• Must comply with applicable regulatory and compliance standards

• Must possess Series 7 and Series 63 FINRA certifications

• Fidelity will not provide immigration sponsorship for this role

🏝️ Benefits

• Comprehensive health care coverage

• Emotional well-being support

• Market-leading retirement benefits

• Generous paid time off

• Parental leave

• Charitable giving employee match program

• Educational assistance, including student loan repayment and tuition reimbursement

• Learning resources to advance your career

• Bonus or other variable compensation may be included based on position and eligibility