Company Description

Job Description

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Job Description

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

As a Sales Executive, you will be a part of a collaborative, energetic, motivated, and dedicated Sales team focused exclusively on the ERISA Retirement market. You will be a part of the Reliance Trust Collective Investment Trust (CIT) Sales and Distribution team where we are focused on increasing our visibility in the marketplace and growing assets under management. Our team is part of the FIS Capital Markets division, specifically the Wealth & Retirement group.

What you will be doing:

• Develop and grow the Reliance Trust CIT business/brand on the US West Coast with the goal of deepening market penetration and increasing Reliance Trust new sales revenue
• Coordinate with the broader CIT distribution team to maximize market penetration to exceed annual sales goals.
• Establish an extensive network of Financial Advisors, consultants, and other intermediaries to promote Reliance Trust CIT products.
• Develop and implement client specific as well as territory level go to market strategies
  • Expand market penetration by introducing new Financial Advisors and Consultants to Reliance Trust CIT products.
  • Proactively engage with existing Reliance Trust CIT clients for cross selling opportunities across all asset classes
  • Maintain consistent messaging to active Financial Advisors and seek new account opportunities.
• Travel as necessary to conduct regional field meetings and attend conferences

What you bring:

• A true passion for, and knowledge of, the Collective Investment Trust space
• Minimum of 5 years of experience working as an External West Coast Wholesaler
• Proven track record of market penetration and AUM growth
• Aggressive “hunter” of new business opportunities
• Confident, independent, proven self-starter and contributor
• Highly effective Sales skills; strong client presentation skills
• Flourishes under pressure with efficient time management skills

• Proficiency in industry data applications and Sales tools
• Ability to analyze problems and produce a range of options, culminating in a preferred solution

What we offer you

• Competitive salary and excellent commission potential
• Multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• Supportive working environment and being part of a dedicated and motivated team
• Broad range of professional education and personal development possibilities
• Fantastic range of benefits designed to help support your lifestyle and wellbeing

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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