SVP, Head of Investment Sales Desk
Jobtailor
Responsibilities
- Lead large organization of 175+ associates in hybrid and internal wholesaling
- Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
- Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
- Prioritize collaboration across FI sales channels and business units
Requirements
- Bachelor’s degree required, MBA or other advanced degree preferred
- 15+ years of successful sales experience in the financial services industry
- Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
- Series 7, 63 required; 24 & 51 must be obtained within the first 90 days in position
Vacancy posted 1 day ago
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