Director, Model Portfolios
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $155,000 per year
Job Level
Lead
About the role
- Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales
- Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement
- Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities
- Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits
- Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy
- Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution
Requirements
- Bachelor's degree required
- MBA, CFA or equivalent graduate degree a plus
- Series 7 & 63 licenses required (pass within 90 days)
- 10+ years of financial services experience
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
engagementsales conversionrelationship managementcollaborationcommunication
Certifications
Bachelor's degreeMBACFASeries 7 licenseSeries 63 license