Fidelity Investments

CIMA or CFA desired. 5 years of field sales experience, working within Financial Services Industry highly preferred. Excellent interpersonal skills that translate into a positive client experience. Effective consultative sales and presentation skills. In addition, multitudes of downstream systems and departments demonstrate our data for their day to day functions.

regional director

Job Description: The Role We have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: <ul> <li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. </li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. </li></ul> The Expertise and Skills You Bring •Bachelor's Degree required •Series 7 and 63 required •CIMA or CFA desired •Passion for the financial or investment management industry •5 years of field sales experience, working within Financial Services Industry highly preferred •Outstanding communication, negotiation, decision making and multi-tasking abilities •Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions •Excellent interpersonal skills that translate into a positive client experience •Passion for sales and the ability to uncover and qualify new opportunities •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 The Team Fidelity's institutional and retail clients make important financial decisions based on the information being provided by Security Master. In addition, multitudes of downstream systems and departments demonstrate our data for their day to day functions. The Security Master and Pricing Product team has the ownership of multiple products used by the teams. We are responsible for the enhancements and integrity of the products we manage. Certifications: Category: Sales

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