Fidelity Investments
Senior Manager, Regional Investment Consultant
Fidelity Investments, Smithfield, Rhode Island, us, 02917
Senior Manager, Regional Investment Consultant
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Senior Manager, Regional Investment Consultant
role at
Fidelity Investments
The Role As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commission‑based investment product sales team accountable for sales goal achievement. Your team will drive sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of the sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital‑market dynamics into product opportunities is critical to successfully serving our clients and generating revenue for the firm. You will develop polished sales professionals who achieve results through high activity metrics. You will lead a competitive and high‑energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship‑management roles.
Skills And Expertise You Bring
BA/BS degree required
3 years of experience in a financial services client‑facing role
Series 7 and 63 required
2+ years of leadership / management experience
Series 24 & 51 is preferred or required within the first 90 days. Ability to teach high‑level sales technique
Advising your sales team to win complicated pipeline opportunities
Strong motivator for daily assertive effort to achieve results
Can establish a collaborative and inclusive team environment
Want the accountability of leading a team to results
Note Fidelity is not providing immigration sponsorship for this position.
The Team As a Senior Manager in the Fidelity Institutional (FI) organization, specifically working in the Intermediary Investments Client Group dedicated to raising assets across our tremendous lineup of Fidelity’s investment capabilities, your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development, allowing your team to succeed in role and set up strong career paths. Simultaneously, you will positively impact the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Certifications
Series 07 - FINRA
Series 24 - FINRA
Series 51 - FINRA
Series 63 - FINRA
Category Sales
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Senior Manager, Regional Investment Consultant
role at
Fidelity Investments
The Role As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commission‑based investment product sales team accountable for sales goal achievement. Your team will drive sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of the sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital‑market dynamics into product opportunities is critical to successfully serving our clients and generating revenue for the firm. You will develop polished sales professionals who achieve results through high activity metrics. You will lead a competitive and high‑energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship‑management roles.
Skills And Expertise You Bring
BA/BS degree required
3 years of experience in a financial services client‑facing role
Series 7 and 63 required
2+ years of leadership / management experience
Series 24 & 51 is preferred or required within the first 90 days. Ability to teach high‑level sales technique
Advising your sales team to win complicated pipeline opportunities
Strong motivator for daily assertive effort to achieve results
Can establish a collaborative and inclusive team environment
Want the accountability of leading a team to results
Note Fidelity is not providing immigration sponsorship for this position.
The Team As a Senior Manager in the Fidelity Institutional (FI) organization, specifically working in the Intermediary Investments Client Group dedicated to raising assets across our tremendous lineup of Fidelity’s investment capabilities, your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development, allowing your team to succeed in role and set up strong career paths. Simultaneously, you will positively impact the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Certifications
Series 07 - FINRA
Series 24 - FINRA
Series 51 - FINRA
Series 63 - FINRA
Category Sales
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
#J-18808-Ljbffr