About this role

drive relationships and sales within our key strategic wirehouse firms
spend the majority of time with COIs, large complexes and branches, private wealth teams and Regional Directors drive thought leadership, practice management, capital markets and investment perspectives
considerable collaboration with our Relationship Management team and internal partners
consult on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership

Bachelor’s Degree required
Series 7 and 63 required
CIMA or CFA desired
10 years of field sales experience, preferable engaged with the wirehouse community
Proven experience managing and growing relationships with advisors, teams and centers of influence
Outstanding communication, negotiation, decision making skills
Ability to stay organized, be resourceful, and prioritize initiatives
Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
Ability to engage in and deliver valuable practice management insights
Excellent interpersonal skills that translate into stronger relationships
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

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

Business Development Director – West Coast Territory, Texas to California

Key skills