Job Description:
The Role This opportunity is designed for someone who enjoys being involved in the pursuit of new RIA clients in a fast-paced and unpredictable environment. If you re energized by being part of a hard-working, creative and collaborative team that loves to win, this role is for you.
• Supporting Sales Associates across all stages of the sales process from initial prospecting efforts to the end of sales cycle (prospect transition to business as usual)
• Ensuring proper sales data is recorded, tracked and updated on routine basis
• Ability to streamline task driven processes to increase sales efficiency & effectiveness
• Managing the sales process for new business opportunities including developing responses, planning for prospect meetings, organizing timeline and project deliverables.
• Performing client data analysis to support the positioning of our products value in the sales process.
• Handling multiple projects and prioritizing workload to ensure client/prospect needs are met
• Quarterback internal processes with business partners such as Finance, Practice Management & Consulting, Investment Specialists, Business Acceptance Committee, etc. The Expertise and Skills You Bring
• Ability to take initiative and ownership of deliverables and deadlines
• Strong analytical and creative problem-solving abilities
• Eagerness to learn and self-motivated to succeed
• Excellent communication and interpersonal skills to work in a fast paced, high pressure, and dynamic team environment
• Ability to multi-task across multiple high priority responsibilities
• Ambition and desire to succeed by delivering quality and effective results
• Positive attitude even when faced with difficult obstacles, issues, or challenges
• Out of the box thinking and a creative entrepreneurial attitude
• Proven collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
• Outstanding attention to detail
• Detail-oriented and deadline-driven
• Strong organizational and time management skills.
• Strong individual contributor within a team environment
• Bachelor s degree required, experience in Financial Services
• 5+ years financial industry or sales process experience
• Series 63 and 7 licenses Required within 90 days of hire
• Strong knowledge of the RIA, brokerage, and wirehouse markets desired
• Understanding of the industry, financial markets, and competitive influences
• Minimal travel requirement ( The Team The Prospect Develop Specialist role is part of the Custody Sales organization within Fidelity Institutional Wealth Management Services (IWMS). This role is focused on winning new business for the Core RIA Sales sub-segment, working within a region, across Sales leadership and the respective Sales Associates. Fidelity Institutional Wealth Management Services (IWMS) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity s retail, and capital markets businesses, bringing NFS assets under administration to $3.0 trillion. The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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 .
Date Posted: 16 June 2024
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