Vice President - Sales

Vice President - Sales
Company:

Boulder Manor


Vice President - Sales

Details of the offer

About the Job

Job Description:

Are you an experienced sales professional with a successful track record of business development? Help us bring new institutional business and relationships to the Fidelity Clearing & Custody Solutions (FCCS) team. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and improving operational efficiency and profitability.

TheExpertiseWe’re Looking For

Bachelor’s degree
10+ years direct client and/or financial services experience in Sales or Relationship Management function
Direct experience in RIA, Custody or Brokerage industry
Series 7 and 63 registrations

ThePurposeof Your Role

The Vice President will develop new business relationships with RIAs and 'Breakaway' Advisors for Fidelity Clearing & Custody Solutions in the region. You will nurture the opportunities that exist within this region in order to obtain our business objectives.
This position will be based in Chicago.
TheSkillsYou Bring

Your proven ability to manage a complex sales cycle
You have a successful track record with clients and prospects in face-to-face meetings, phone based relationships and via email
Proven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
You have effective communication skills and an approach to proactively build client interactions

TheValueYou Deliver

Meet and exceed specified asset growth and new client goals in the assigned territory
Understand and effectively communicate FCCS’ value proposition to prospects and centers of influence
Partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
Develop an understanding of the prospects business through profiling and determine if FCCS’ products and services can add value to the prospects business
Partner with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships
Understand and utilize pricing model for profitability
Demonstrate deep domain expertise in the RIA business and Fidelity's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares

How Your WorkImpactsthe Organization

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.

Certifications:

Category:

Sales
We welcome those with experience in jobs such as Sales Manager, Business Development Representative, and Shift Leader and others in the Sales to apply.

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Job Description:

Are you an experienced sales professional with a successful track record of business development? Help us bring new institutional business and relationships to the Fidelity Clearing & Custody Solutions (FCCS) team. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and improving operational efficiency and profitability.

TheExpertiseWe’re Looking For

Bachelor’s degree
10+ years direct client and/or financial services experience in Sales or Relationship Management function
Direct experience in RIA, Custody or Brokerage industry
Series 7 and 63 registrations

ThePurposeof Your Role

The Vice President will develop new business relationships with RIAs and 'Breakaway' Advisors for Fidelity Clearing & Custody Solutions in the region. You will nurture the opportunities that exist within this region in order to obtain our business objectives.
This position will be based in Chicago.
TheSkillsYou Bring

Your proven ability to manage a complex sales cycle
You have a successful track record with clients and prospects in face-to-face meetings, phone based relationships and via email
Proven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
You have effective communication skills and an approach to proactively build client interactions

TheValueYou Deliver

Meet and exceed specified asset growth and new client goals in the assigned territory
Understand and effectively communicate FCCS’ value proposition to prospects and centers of influence
Partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
Develop an understanding of the prospects business through profiling and determine if FCCS’ products and services can add value to the prospects business
Partner with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships
Understand and utilize pricing model for profitability
Demonstrate deep domain expertise in the RIA business and Fidelity's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares

How Your WorkImpactsthe Organization

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.

Certifications:

Category:

Sales
We welcome those with experience in jobs such as Sales Manager, Business Development Representative, and Shift Leader and others in the Sales to apply.


Source: Monster


Area:

  • Sales / Trade Representative - Sales

Requirements


Knowledges:

  • Access

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