Vice President, Custody Sales – District of Columbia, Maryland, Virginia Territory

Fidelity Investments

Vice President developing custody and brokerage relationships with RIAs and breakaway advisors for Fidelity Institutional. Driving asset growth and new-client acquisition across the DMV territory.

Posted 8/5/2026full-timeRemote • Maryland, Virginia, Washington • 🇺🇸 United StatesLead💰 $100,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Sales and Relationship Management within the RIA, custody, or brokerage industry, with a proven track record of achieving quantifiable results in net flows and asset growth. Possesses strong communication skills and the ability to lead complex sales cycles while ensuring compliance with relevant regulations.

Highest-signal resume keywords

RIA Business ExpertiseSales Cycle LeadershipQuantifiable Results in Net FlowsSeries 7 RegistrationSeries 63 Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementClient Relationship ManagementBusiness DevelopmentLead GenerationPricing Model Utilization

Soft Skills

Effective CommunicationProactive Client InteractionSupervisory Skills

Certifications & Qualifications

Series 07 (FINRA)Series 63 (FINRA)

Industry Keywords

RIACustodyBrokerageFINRA RegulationsInvestment Advisory

About the role

Key responsibilities & impact

Develop new business relationships with RIAs and “Breakaway” Advisors in the DMV region
Cultivate regional opportunities to acquire business objectives
Meet and exceed specified asset growth and new client goals in the assigned territory
Communicate Fidelity Institutional’s value proposition to prospects and centers of influence
Partner with other Fidelity businesses to introduce products, services, and capabilities to prospects
Profile prospects’ businesses and determine whether Fidelity Institutional products and services can add value
Partner with Inside Sales, Business Development, and Implementation teams on lead generation and onboarding
Understand and utilize the pricing model for profitability
Demonstrate domain expertise in the RIA business and competitive intelligence
Travel up to 50%

Requirements

What you’ll need

Bachelor’s degree
10 plus years of direct client and/or financial services experience in Sales or Relationship Management
Direct experience in the RIA, custody, or brokerage industry
Series 7 and 63 registrations preferred
Ability to lead a complex sales cycle
Successful supervisory track record with clients and prospects through face-to-face meetings, phone-based relationships, and email
Proven quantifiable results in net flows, assets, or revenue at a strategic level with RIAs and Advisors
Effective communication skills and a proactive approach to building client interactions
Deep domain expertise in the RIA business and Fidelity’s competitors
Up to 50% travel required
Fidelity will not provide immigration sponsorship for this role
Must comply with applicable securities, investment advisory, investment company, ERISA, state securities, and FINRA-related laws and regulations
Certifications listed: Series 07 (FINRA) and Series 63 (FINRA)

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility
Reasonable accommodations for applicants with disabilities