Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a leader in financial services and investment management, and they are seeking a Business Development Director for the West Coast Territory. This role focuses on driving relationships and sales within key strategic wirehouse firms, requiring strong collaboration and a passion for building client relationships.

Responsibilities

• Drive relationships and sales within key strategic wirehouse firms
• Spend time with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives
• Collaborate with our Relationship Management team and internal partners
• Engage in and deliver valuable practice management insights
• Consult on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions

Skills

• Bachelor's Degree required
• Series 7 and 63 required
• Passion for the financial or investment management industry
• Proven experience managing and growing relationships with advisors, teams and centers of influence at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS
• Deep understanding of the needs of financial advisors and their management teams beyond products
• Outstanding communication, negotiation, decision making skills
• Ability to stay organized, be resourceful, and prioritize initiatives
• Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
• Ability to engage in and deliver valuable practice management insights
• Excellent interpersonal skills that translate into stronger relationships
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to thrive in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills
• Consulting on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions
• Ultimately this role will lead to more relationships, stronger relationships, and sales growth across all areas of investment product
• 50-75% travel required. Must be currently living within territory(Texas to California)
• CIMA or CFA desired
• 10 years of field sales experience, preferable engaged with the wirehouse community

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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