Job Description:

As a Senior Vice President, Business Development you will focus on Fidelity institutional sales to DB plans, endowment and foundations, corporate assets and non-Fidelity record kept defined contribution plans. As a key member of the professional staff, this individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new revenue from institutional products.   Fidelity Institutional Asset Management is dedicated to the institutional marketplace and serves consultants and investors, such as defined benefits and defined contribution plans, endowments and financial advisors. This organization is ​a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income, alternatives and global asset allocation.

The Expertise You Have

Bachelor’s Degree required; MBA desired.

CFA strongly desired.

Series 7 and 63 (or equivalent).

Strong knowledge of U.S. and international capital markets, as well as Fidelity domestic and international investment subject areas in the equity and fixed income products areas.

Proven success covering Institutions and managing a territory is strongly preferred.

Strong knowledge of defined benefit plans and risk management therein

Experience selling into the E&F marketplace with individual and multi-asset class solutions

15 plus years or greater experience in the financial and investment management industry, with a history of successfully leading multiple client relationships for a portion of that time. Asset management client relationship experience preferred.

The Skills You Bring

Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.

Proficient in selling multi-asset class investment solutions

Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).

Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.

Strong consultative, relationship-based selling skills.

Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.

Outstanding collaboration skills, ability to work appropriately with portfolio managers, trading, research and fellow sales and consultant relations professionals to position and sell the full range of investment solutions for institutional clients.

Proven ability to work across a complex organizational culture

The Value You Deliver

In conjunction with our Workplace Consulting team, expand new defined benefit business opportunities within the prospect base.

Excellent communication skills working with managing director, Workplace Consulting, and FIAM DC on-platform investment sales team.

Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.

Must be proactive and have excellent communication and presentation skills.

Excellent interpersonal, problem solving, influencing, and consultative skills.

Excellent organizational skills, follow through and ability to prioritize.

Strong leadership and team building skills.

Passion for financial markets, investment process and provision of effective investment solutions.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Series 07 – FINRA, Series 63 – FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.