Business Development Director for West Coast Territory(Texas to California)
At a glance
Leadership Business Development role at Fidelity. 2 Locations · full-time · $65,000–$210,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build advisor relationships across wirehouse branches, large complexes, private wealth teams and regional leadership
- Use practice management, capital markets and investment perspectives to create sales access and opportunity
- Work with relationship managers and internal partners to strengthen client connections and grow investment-product sales
- Present Fidelity products, tools, resources and thought leadership to financial advisors and their management teams
- Travel extensively across the Texas-to-California territory, with travel taking up half to three-quarters of the role
What you bring
- A bachelor’s degree plus active Series 7 and Series 63 credentials
- At least ten years in field sales, preferably working with wirehouse firms
- A record of expanding advisor relationships at Morgan Stanley, Merrill Lynch, Wells Fargo or UBS
- Strong consultative selling, presentation, negotiation and communication abilities
Who this fits
You’ll suit this role if you bring senior field-sales experience with wirehouse advisors and understand their needs beyond investment products. The territory runs from Texas to California, and you must already live within it. The position requires substantial travel and does not offer immigration sponsorship.
From the employer
Job Description:
NOTE: Fidelity will not provide immigration sponsorship for this position.
The Role
This role is designed to drive relationships and sales within our key strategic wirehouse firms. The majority of time will be spent with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives. There will also be considerable collaboration with our Relationship Management team and internal partners. We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background.
The Expertise and The Skills You Bring
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- Passion for the financial or investment management industry
- 10 years of field sales experience, preferable engaged with the wirehouse community
- Proven experience managing and growing relationships with advisors, teams and centers of influence at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS
- Deep understanding of the needs of financial advisors and their management teams beyond products
- Outstanding communication, negotiation, decision making skills
- Ability to stay organized, be resourceful, and prioritize initiatives
- Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Ability to engage in and deliver valuable practice management insights
- Excellent interpersonal skills that translate into stronger relationships
- 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
- Consulting on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions.
- Ultimately this role will lead to more relationships, stronger relationships, and sales growth across all areas of investment product.
- 50-75% travel required. Must be currently living within territory(Texas to California)
The Team
Our Core Wealth Team with Fidelity Institutional is responsible for the distribution and promotion of Fidelity’s mutual funds, ETFs, SMAs, models, custom models, custom SMAs, and alternatives along with our practice management and thought leadership. This includes the utilization of our resources and tools including our full suite of Portfolio Construction capabilities. Within Core Wealth we provide valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. All within this team are responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
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