Regional Director – RIA External Wholesaler

skillventory - A Leading Talent Research Firm

Regional Director focused on sales with Registered Investment Advisors for Fidelity's product offerings. Engaging clients face-to-face while collaborating with internal partners and specialists.

Posted 4/16/2026full-timeRemote • Alabama, Mississippi • 🇺🇸 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
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
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized, be resourceful, 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 that translate into a positive client experience
Passion for sales and the ability to uncover and qualify new opportunities
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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

field sales experienceconsultative sales skillspresentation skillsinvestment perspectivesfinancial marketsMutual FundsETFsmodel portfoliosCustom SMAsalternative investments

Soft Skills

communicationnegotiationdecision makingmulti-taskingorganizational skillsresourcefulnessprioritizationinterpersonal skillspassion for salesadaptability

Certifications

Bachelor’s DegreeSeries 7Series 63CIMACFA