Digital Platform Sales Director

5 days ago

Dallas, Texas, United States Fidelity Investments Full time
Job Summary:

About the Role:

The Digital Platform Sales Director will be responsible for driving business results within the RIA and Broker Dealer channels. This role will focus on IBD breakaway advisors and existing RIA takeaway opportunities. The successful candidate will be accountable for delivering a superior prospect experience, market share growth, net new assets, and profitability for Fidelity Institutional Wealth Management Services (FIWMS).

Key Responsibilities:

  • Develop new business relationships with RIAs and Breakaway Advisors within a defined territory.
  • Cultivate opportunities within the territory to achieve business objectives.
  • Consult with prospects about using FIWMS platform to custody their client assets.
  • Understand and effectively communicate FIWMS value proposition to prospects and centers of influence.
  • Execute sales strategies and initiatives to qualify prospect opportunities, grow market share, identify net new assets, and drive profitability.
  • Source new advisory prospects; top of the funnel development.
  • Territory management of up to 18 states within the Emerging segment (up to $250m AUM).
  • Build internal relationships and partner with other Fidelity businesses to help introduce a full line of Fidelity products, services, and capabilities to prospects.
  • Ability to manage the full BAC process (Risk, Finance, Implementation, Technology, and Service).

Requirements:

  • Bachelors degree.
  • 12+ years direct client and/or financial services experience in Sales or Relationship Management.
  • Series 7 and 63 registrations required.
  • Strong knowledge of the RIA, TAMP, Brokerage, and Wirehouse markets.
  • Demonstrated expertise in the RIA business and Fidelity's competitors, including competitive intelligence about product offerings and how FIWMS offering compares.
  • Proven ability to lead a thorough and complex sales process.
  • A history of achieving goals with quantifiable results (net flows, assets, and revenue).
  • Ability to work at a strategic level with RIAs and Advisors; Strong communicator with C-level contacts.
  • Your ability to partner and influence people to achieve critical business goals and priorities; Demonstrated success in working collaboratively across an organization.
  • Experience successfully engaging with clients and prospects in face-to-face meetings (up to 50% travel), phone-based relationships, and video.

About Fidelity Investments:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Why Join Fidelity:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Working at Fidelity:

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Equal Opportunity Employer:

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Accommodation Requests:

We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to, or by calling, prompt 2, option 3.

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