VP, Family Office Sales
3 weeks ago
Job Description:
Fidelity Family Office Services was established in 2004 to serve the sophisticated needs of single and multi-family offices and ultra wealthy investors. We provide custody, brokerage and investment services, in addition to reporting services. Clients choose to work with our dedicated business unit because we are cost effective, provide objective guidance and, most importantly, deliver outstanding service. Our focus is to support the needs of family office executives so they can exceed the expectations of their family members and clients The Vice President Southern Central Region is primarily responsible for managing a territory of prospective clients and influencers. The VP is responsible for engaging prospects and ultimately converting them to clients. The ideal candidate will be an experienced sales professional with a proven track record of success in the Family Office and High Net Worth marketplace. Primary Responsibilities
Manage the entire sales process from developing an opportunity, delivering presentations and demonstrations, to closure.
Develop strategic regional business plan with key markets and influencers.
Build strong referral network of important centers of influence.
Transition closed relationships to a team of experienced Relationship Managers.
Implement marketing programs to drive awareness and lead generation initiatives for both direct and influencer business.
Work in a team environment with subject matter experts to help close business.
Provide thought leadership with Senior Management around launching new ideas in the ultra-wealthy market.
Facilitate and motivate product development staff to come up with prospect solutions and value propositions.
Be a leader in the area of practice management to help families run more efficient businesses or work through family transition situations
Develop and execute on strategies to grow Fidelity s relationship with families of wealth working closely with internal Fidelity channels
Take a leadership role in shaping and growing the Family Office Services Influencer strategy.
The Expertise and Skills You Bring
Bachelors Degree required
At least 10 years of industry experience with a concentration in ultra high net worth sales.
Series 7 and 66 required or attained within 90 days of hire
A comprehensive understanding of the brokerage marketplace, particularly of ultra high net worth client needs and requirements.
Ability to travel extensively within territory
A proven track record of success in a strategic sales environment and an understanding of complex sales processes.
Familiarity of a sales lifecycle, specifically within the financial securities and/or technology industry.
Ability to develop relationships with prospective clients via face-to-face and telephone meetings.
Superior ability to build and maintain relationships through demonstration of competency, partnership and strategic thought
Must have the ability to organize meetings at CEO level within small/medium sized companies.
High aptitude for learning technology.
High degree of self-motivation, a positive attitude, and a strong desire to be successful within a career in sales.
Strong ability to negotiate and close client contracts.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
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.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
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).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
Fidelity 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 accommodations@fmr.com.
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