Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is seeking a Business Development Director to drive relationships and sales within key strategic wirehouse firms. The role involves collaborating with various teams to enhance client relationships and sales growth across investment products.
Responsibilities
- 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 driving thought leadership, practice management, capital markets and investment perspectives
- Collaborate with our Relationship Management team and internal partners
- Thrive in a collaborative, competitive environment
- Build client relationships
- Leverage strong sales background
- Engage in and deliver valuable practice management insights
- Consult on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions
- Lead to more relationships, stronger relationships, and sales growth across all areas of investment product
Skills
- Bachelor's Degree required
- Series 7 and 63 required
- 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 at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS
- Deep understanding of the needs of financial advisors and their management teams beyond products
- 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
- Consulting on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions
- CIMA or CFA desired
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
Company Overview
Fidelity Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.