Fidelity Investments
Vice President, Public Sector Sales & Relationship Manager
Fidelity Investments, Merrimack, New Hampshire, us, 03054
Overview
Vice President, Public Sector Sales & Relationship Manager role at Fidelity Investments. The role involves representing Fidelity’s investment management capabilities across asset classes to clients and prospects, building, managing and growing relationships with sophisticated institutional investors, and working collaboratively across large and distributed teams to align and represent Fidelity to our clients. Responsibilities
Build, manage and grow relationships with heavily regulated, complex, and demanding Public Sector clients Engage with C-Suite executives across Investment, Treasury, and Benefits functions Represent Fidelity’s investment capabilities to Public Sector clients and prospects, across asset classes Develop and implement a comprehensive, regionally focused business development plan to raise new investment assets Identify speaking, partnership, and other opportunities to raise Fidelity’s institutional brand visibility Collaborate with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions Communicate complex issues internally and externally and advocate on behalf of clients while representing Fidelity Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline Share information and collaborate across Fidelity to leverage best practices on cross-company initiatives Qualifications
Bachelor’s degree required; MBA or CFA desired 15+ years of experience in the financial services industry with a proven track record of selling investment management products and solutions Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout the business development process Strategic thinking and creative problem-solving to drive client retention and growth Series 7 and 63 registrations Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market Passion for financial markets, investment process and the delivery of effective investment solutions Self-motivated and driven to operate remotely and engage with CFOs and Treasurers Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes Identify speaking, partnership, and other opportunities to raise Fidelity’s institutional brand Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities Knowledge of industry trends and best practices to help clients navigate the dynamic investment environment Share information and collaborate with colleagues across Fidelity to leverage best practices and cross-company initiatives Note:
Fidelity will not provide immigration sponsorship for this position. The Team
Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and focuses on Fidelity’s institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets, including Defined Benefit and Defined Contribution plans as well as balance sheet assets. You will develop and implement a comprehensive, regionally focused business development plan to raise new investment assets as a key member of the Public Sector team. Location
TBD (1/3rd of US Large Market Public Sector) Certifications
Series 07 - FINRA, Series 63 - FINRA Category
Relationship Management Fidelity’s hybrid working model blends onsite and offsite work experiences. Most hybrid roles require onsite presence every other week (M-F) in a Fidelity office. Please be advised that Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, various state securities and retirement-related laws, and FINRA rules. These laws may restrict Fidelity from hiring individuals with certain criminal histories. Seniority level
Executive Employment type
Full-time Job function
Sales and Business Development
#J-18808-Ljbffr
Vice President, Public Sector Sales & Relationship Manager role at Fidelity Investments. The role involves representing Fidelity’s investment management capabilities across asset classes to clients and prospects, building, managing and growing relationships with sophisticated institutional investors, and working collaboratively across large and distributed teams to align and represent Fidelity to our clients. Responsibilities
Build, manage and grow relationships with heavily regulated, complex, and demanding Public Sector clients Engage with C-Suite executives across Investment, Treasury, and Benefits functions Represent Fidelity’s investment capabilities to Public Sector clients and prospects, across asset classes Develop and implement a comprehensive, regionally focused business development plan to raise new investment assets Identify speaking, partnership, and other opportunities to raise Fidelity’s institutional brand visibility Collaborate with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions Communicate complex issues internally and externally and advocate on behalf of clients while representing Fidelity Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline Share information and collaborate across Fidelity to leverage best practices on cross-company initiatives Qualifications
Bachelor’s degree required; MBA or CFA desired 15+ years of experience in the financial services industry with a proven track record of selling investment management products and solutions Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout the business development process Strategic thinking and creative problem-solving to drive client retention and growth Series 7 and 63 registrations Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market Passion for financial markets, investment process and the delivery of effective investment solutions Self-motivated and driven to operate remotely and engage with CFOs and Treasurers Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes Identify speaking, partnership, and other opportunities to raise Fidelity’s institutional brand Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities Knowledge of industry trends and best practices to help clients navigate the dynamic investment environment Share information and collaborate with colleagues across Fidelity to leverage best practices and cross-company initiatives Note:
Fidelity will not provide immigration sponsorship for this position. The Team
Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and focuses on Fidelity’s institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets, including Defined Benefit and Defined Contribution plans as well as balance sheet assets. You will develop and implement a comprehensive, regionally focused business development plan to raise new investment assets as a key member of the Public Sector team. Location
TBD (1/3rd of US Large Market Public Sector) Certifications
Series 07 - FINRA, Series 63 - FINRA Category
Relationship Management Fidelity’s hybrid working model blends onsite and offsite work experiences. Most hybrid roles require onsite presence every other week (M-F) in a Fidelity office. Please be advised that Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, various state securities and retirement-related laws, and FINRA rules. These laws may restrict Fidelity from hiring individuals with certain criminal histories. Seniority level
Executive Employment type
Full-time Job function
Sales and Business Development
#J-18808-Ljbffr