Job Description:

Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Are you an experienced sales professional with a successful track record of business development?

The Role

The Vice President, Sales is primarily responsible for managing a defined set of clearing and custody prospective clients and influencers in the broker dealer, bank, and retirement segments. The role is responsible for engaging prospects and ultimately converting them to clients. The ideal candidate will be an experienced financial service executive with a proven track record. This role demands a strong business acumen, consulting framework, sales skills expertise and knowledge of operations and technology.

The Expertise and Skills You Bring:

• Bachelor’s Degree required
• At least 10 years of industry exposure to financial services
• Consulting
• Business development
• Fin Tech
• Series 7 and 63 required or attained within 90 days of hire
• A comprehensive understanding of the wealth management clearing marketplace including technology, investment products, capital markets and operations.
• Ability to travel extensively
• Comfort interacting, engaging and delivering value with the C – Suite
• A proven track record of success in a strategic sales business to business environment and an understanding of complex sales processes
• Superior ability to build and maintain relationships through demonstration of competency, partnership and strategic thought.
• Strong ability to negotiate and close client contracts and strong influence skills and creativity
• Effective communication skills and an approach to proactively create client interactions
• Detailed knowledge of the financial service industry, with specific expertise in clearing

The Value You Deliver:

• Managing the entire sales process from developing an opportunity, understanding the transformation needs of the prospect, delivering presentations and managing the overall due diligence and contract process.
• Developing a strategic business plan with key markets, influencers and specific prospects.
• Working in a team environment with subject matter experts to help close business
• Representing Fidelity with the integrity, knowledge, and value that is consistent with its brand and culture

The Team:

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. Fidelity Clearing & Custody Solutions has $2.3T in AUA and services about 4,100 clients and more than 6 million accounts.

Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.

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.