Regional Director - RIA External Wholesaler

skillventory - A Leading Talent Research Firm

Regional Director responsible for driving sales through Registered Investment Advisors for Fidelity. Engaging with clients and internal partners to provide market insights and financial solutions.

Posted 4/16/2026full-timeCharlotte • North Carolina, South Carolina, Tennessee • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Consulting on a wide range of Fidelity products, investment perspectives, and financial markets
Collaborating with internal partners and specialists to service professionals
Engaging in face-to-face interactions with clients

Requirements

What you’ll need

Bachelor’s Degree required
Series 7 and 63 required
CIMA or CFA desired
5 years of field sales experience in Financial Services Industry preferred
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized and prioritize ongoing sales opportunities
Ability to represent multiple product offerings including Mutual Funds, ETFs, model portfolios, Custom model portfolios, ETFs, SMAs, Custom SMAs, and alternative investments
Excellent interpersonal skills
Passion for sales and the ability to uncover and qualify new opportunities
Commitment to constant self-improvement and competitive drive
Effective consultative sales and presentation skills.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible working arrangements
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

field sales experienceconsultative salespresentation skillsinvestment perspectivesfinancial marketsMutual FundsETFsmodel portfoliosCustom model portfoliosalternative investments

Soft Skills

communicationnegotiationdecision makingmulti-taskingorganizational skillsprioritizationinterpersonal skillspassion for salesself-improvementcompetitive drive

Certifications

Bachelor’s DegreeSeries 7Series 63CIMACFA