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SVP, Head of Investment Sales Desk
skillventory - A Leading Talent Research FirmSVP, Head of Investment Sales Desk leading sales teams that support wealth and insurance channels at Fidelity. Driving client engagement and setting strategic direction for sales desk.
About the role
Key responsibilities & impact- Lead large organization of 175+ associates in hybrid and internal wholesaling
- Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
- Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
- Prioritize collaboration across FI sales channels and business units
Requirements
What you’ll need- Bachelor’s degree required, MBA or other advanced degree preferred
- 15+ years of successful sales experience in the financial services industry
- Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
- Series 7, 63 required; 24 & 51 must be obtained within the first 90 days in position
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
leadershipcollaborationstrategic planningpractice managementthought leadership
Certifications
Series 7Series 63Series 24Series 51