Job Description:

The Role

Every day, Fidelity helps hundreds of Financial Advisors and Institutions with complex and difficult decisions they make on behalf of their customers. As the Head of the DCIO Sales team you will lead a team of Defined Contribution Investment Specialists who provide our clients (Retirement Specialist Advisors/Consultants and Record Keepers) with clarity and confidence regarding investment solutions for their end clients. 

• Develop and drive the execution of the Advisor DCIO channel sales strategy in the context of the broader FI and Fidelity retirement strategy.

• Lead, develop and inspire a team of field-based DC Investment Specialists

• Establish mutually beneficial relationships across key Fidelity Distribution partners.

• Develop and maintain strong relationships with executive sales leadership of leading record keepers and DC Specialist firms.

• Achieve key performance indicators: Business development, Client Satisfaction, Associate Retention and Growth, and Operational Effectiveness

• Build and maintain a culture of high performance where associates are obsessed with clients and growing our business with them and where Fidelity continues to be distinguished as a market leader.

The Expertise and Skills You Bring

We’re looking for a leader who thrives on:

• Inspiring and mobilizing a diverse team of sales associates in helping financial advisors succeed and grow with their clients

• Collaborating with leaders across multiple functions to create consistent client and associate experiences

• Being a visible and credible presence in the industry – Viewed as an expert.

• Managing complexity and operating across business units

• Agile practices, behaviors and mindsets

• Bachelor’s Degree required

• Series 7 and 63 required

• CIMA or CFA desired

• Demonstrated sales/business development and relationship management skills.

• Domain expertise in defined contribution space and exceptional investment acumen

• Exceptional communication skills, including public speaking and media.

• Exceptional skills and/or ability in people leadership

• Strong collaboration, partnership, influence, and interpersonal skills.

• Proven analytical and problem-solving skills

• Track record of building high performing diverse teams

• Requires extensive travel (50%)

The Team

Our business is all about delivering value to customers. Our team has a noble purpose – to inspire better futures for our advisors and their clients!

How Your Work Impacts the Organization

The research is very clear here. Strong leaders create a higher level of associate engagement. Strong associate engagement drives a stronger customer experience. And a strong customer experience translates into increased business results. Your work is central to developing and sustaining a vital culture to ultimately drive success for customers, associates, and Fidelity.

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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, or by calling 800-835-5099, prompt 2, option 3.

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 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.

Certifications:

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—we 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.