About the position
Responsibilities
• Develop an Advisor network focused on growing and better servicing clients with Fidelity
• Create Advisor centric sales strategies with selling teams
• Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
• Support selling teams to deliver best in class sales meetings with Advisors
• Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity's recordkeeping system
• Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
• Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
• Contribute to product development and process improvement efforts
• Other duties as assigned
Requirements
• Experience in a business development or sales role
• Understanding of Advisor value proposition and experience
• Track record of running successful initiatives and projects
• Passion for relationship building and partnering
• Curious mind-set combined with a dynamic and flexible operating style
• Project organization, management, and deployment
• Previous experience and knowledge of the retirement benefits landscape are must-haves
• Series 7 & 63 licenses need to be acquired upon accepting the role
Nice-to-haves
• Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
• External communication and relationship management experience that positions you to be an ambassador for Fidelity's Advisor-friendly solutions
• Creative problem solving with an ability to combine analytical and critical thinking
• Agility and flexibility - the ability to reconcile conflicting demands and pivot as needed to seize opportunities
• Curiosity about people, business, economics, and our product solutions
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
Apply Now
Apply Now