Job Description:
The Role
The Prospect Development Specialist will be responsible for marketing Fidelity Family Office Services (FFOS) to internal business partners, driving new business opportunities from these channels while supporting our Sales Executives with strategic new business wins. The PDS, will have the opportunity to think creatively about how to message the FFOS offering, manage a sales pipeline and engage directly with some of Fidelity s most sophisticated investors.
Role Objectives:
Internal Channel Development
- Own and manage relationships with internal business partners (PI Phones/Branches, SPS, FCM, ERG, CGF, WI, etc.) to create new FFOS sales opportunities
- Ensure FFOS value proposition is communicated effectively and associate population understands what a profile relationship look like
- Create a repeatable cadence of communication to maintain heightened associate awareness
Efficiently manage sales pipeline
- Profile opportunities and swiftly filter for strong prospects
- Present FFOS offering to prospects
- Close opportunities by managing through Business Acceptance and Implementation process
Strategic Project Work
- Assist Regional Executives with strategic, external opportunities
- Manage and ensure that referring, internal business partners are credited when business closes
- Partner with FORGE group to foster Sales team community development
- Work closely with The Investment Collaborative and Relationship
Management teams for organic business development
The Expertise and Skills You Bring
- Bachelor s degree required Advanced degree or designation (CFP, CFA) a plus
- Series 7 + 63 registrations required
- 8 years + industry experience
- Client facing experience required Business development a plus
- Knowledge of Fidelity systems (Focus Point, FBSI, SalesForce) and various Fidelity business units
- Strategic, creative and marketing-like mindset
- Confident, effective communicator with ability to profile and persuasively deliver FFOS Value Prop to UHNW investors
- Ability to manage multiple projects and prioritize tasks
The Team
The PDS, will be an integral part of the Sales and Relationship Management teams driving new business to Fidelity Family Office Services (FFOS). FFOS provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. FFOS is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity and security. This role demands a strong business acumen, ability to think strategically and knowledge of the high net worth and platform ecosystem.
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .