Vice President, DCIO Sales – New England and Upstate NY Territory

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

📋 Description

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

• Deliver market insights and retirement-related investment product solutions to retirement specialist advisors and their respective firms.

• Foster new business growth, maintain assets, and expand market share.

• Consult on Fidelity products, investment viewpoints, and financial markets to aid clients in achieving their investment objectives.

• Work collaboratively with internal teams to support professionals and generate further partnership opportunities.

• Identify prospects through strategic alliances with retirement specialist advisors, consultants, and recordkeepers.

• Contribute to the Fidelity Institutional distribution team.

⛳️ Requirements

• Bachelor’s Degree is mandatory.

• Series 7 and 63 licenses are required.

• CIMA or CFA certification is preferred.

• Strong interest in the financial or investment management sector.

• A minimum of 5 years of field sales experience, preferably in the Financial Services Industry.

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

• Ability to remain organized, resourceful, and prioritize ongoing sales prospects.

• Capability to represent a range of investment product offerings.

• Excellent interpersonal abilities that lead to a positive client experience.

• Enthusiasm for sales and the skill to uncover and assess new opportunities.

• Dedication to continual self-improvement and a competitive mindset.

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

• High capacity for quickly learning new concepts and adapting to changing situations.

• Proficient consultative sales and presentation skills.

• Must not have a criminal record that would hinder hiring or association as per applicable laws and regulations.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits in the market.

• Generous paid time off policy.

• Parental leave provisions.

• Employee match program for charitable contributions.

• Educational assistance including student loan repayment options.

• Tuition reimbursement opportunities.

• Access to learning resources for career development.

• Potential for bonus or other variable compensation based on position and eligibility.