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    Digital Platform Sales Director - Houston, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Houston, United States

    6 days ago

    Fidelity Investments background
    Description
    12+ years direct client and/or financial services experience in Sales or Relationship Management
    Series 7 and 63 registrations required
    Your strong knowledge of the RIA, TAMP, Brokerage and Wirehouse markets
    Demonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS' offering compares
    Proven ability to lead a thorough and complex sales process
    A history of achieving goals with quantifiable results (net flows, assets, and revenue)
    Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contacts
    Your ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organization
    Experience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and video
    Responsibilities

    The Digital Platform Sales Director role is responsible for driving results within the RIA and Broker Dealer channels
    Focusing on IBD breakaway advisors and existing RIA takeaway opportunities

    You will be accountable for a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS).

    The Digital Platform Sales Director will develop new business relationships with RIAs and 'Breakaway' Advisors within their defined territory
    Consult with prospects about using FIWMS' platform to custody their client assets
    Understand and effectively communicate FIWMS' value proposition to prospects and centers of influence
    Execute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitability
    Source new advisory prospects; top of the funnel development
    Build internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
    Territory management of up to 18 states within the Emerging segment (up to $250m AUM)
    Qualifications

    Bachelor's degree
    12+ years direct client and/or financial services experience in Sales or Relationship Management
    Series 7 and 63 registrations required
    Your strong knowledge of the RIA, TAMP, Brokerage and Wirehouse markets
    Demonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS' offering compares
    Proven ability to lead a thorough and complex sales process
    A history of achieving goals with quantifiable results (net flows, assets, and revenue)
    Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contacts
    Your ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organization
    Experience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and video
    Responsibilities

    The Digital Platform Sales Director role is responsible for driving results within the RIA and Broker Dealer channels
    Focusing on IBD breakaway advisors and existing RIA takeaway opportunities

    You will be accountable for a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS).

    The Digital Platform Sales Director will develop new business relationships with RIAs and 'Breakaway' Advisors within their defined territory
    Consult with prospects about using FIWMS' platform to custody their client assets
    Understand and effectively communicate FIWMS' value proposition to prospects and centers of influence
    Execute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitability
    Source new advisory prospects; top of the funnel development
    Build internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
    Benefits

    Territory management of up to 18 states within the Emerging segment (up to $250m AUM)

    Job Description:
    The Purpose of Your Role...

    The Digital Platform Sales Director role is responsible for driving results within the RIA and Broker Dealer channels. Focusing on IBD breakaway advisors and existing RIA takeaway opportunities.

    You will be accountable for a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS).

    The Digital Platform Sales Director will develop new business relationships with RIAs and 'Breakaway' Advisors within their defined territory. You will cultivate the opportunities within this territory in order to achieve our business objectives.

    You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.

    The Value You Deliver


    • Consult with prospects about using FIWMS' platform to custody their client assets
    • Understand and effectively communicate FIWMS' value proposition to prospects and centers of influence
    • Execute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitability
    • Source new advisory prospects; top of the funnel development
    • Territory management of up to 18 states within the Emerging segment (up to $250m AUM)
    • Build internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
    • Ability to manage the full BAC process (Risk, Finance, Implementation, Technology, and Service)
    The Skills You Bring


    • Bachelor's degree
    • 12+ years direct client and/or financial services experience in Sales or Relationship Management
    • Series 7 and 63 registrations required
    • Your strong knowledge of the RIA, TAMP, Brokerage and Wirehouse markets
    • Demonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS' offering compares
    • Proven ability to lead a thorough and complex sales process
    • A history of achieving goals with quantifiable results (net flows, assets, and revenue)
    • Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contacts
    • Your ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organization
    • Experience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and video

    Certifications:

    Category:
    Sales

    Company information

    At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

    We do this by focusing on a diverse set of customers:

    • from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients' money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

    Privately held for nearly 70 years, we've always believed by providing investors with access to the information and expertise, we can help them achieve better results.

    That's been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

    For our Terms and Conditions, please visit

    Company Specialties:
    Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, and Business news

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