Vice President – Head of Model Portfolio Distribution
| Company | Fidelity Investments |
|---|---|
| Location | Los Angeles, CA, USA, Dallas, TX, USA |
| Salary | $70000 – $175000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree required
- MBA, CFA or equivalent graduate degree a plus
- Series 7 & 63 licenses required; 24 obtained after hired
- 15+ years of financial services experience
- Expertise and knowledge of the managed account marketplace, competitive set, and economic model
- Demonstrated leadership in a large, matrixed organization with a proven track record of delivering business and sales results
- Strong business/technical knowledge of the managed account ecosystem
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
- Demonstrate Independent decision making
Responsibilities
- Lead a team that supports RIAs and Broker Dealers on proprietary and third-party platform
- Develop new prospective firms and advisors
- Work alongside field wholesalers to generate strong sales lift from existing clients and prospects
- Collaborate with asset management function to influence product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s Models Business
- Manage a highly motivated, highly productive sales team
- Serve as a voice of the client for ongoing product development and execution
- Build and maintain relationships across Fidelity to deliver business outcomes
Preferred Qualifications
- MBA, CFA or equivalent graduate degree a plus
- Your ability to manage salespeople with varying degrees of experience and tenure
- Your passion to coach and provide consistent, constructive feedback
- A desire to lead, motivate and collaborate for the benefit of the team