Job Description:

The Role

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.

The Vice President, Custody Sales, will develop new business relationships with RIAs and 'Breakaway' Advisors for Fidelity Clearing & Custody Solutions in the region. You will cultivate the opportunities that exist within this region in order to acquire our business objectives.

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, a coordinated brokerage and trust platform, and dedicated client service professionals – all designed to help our clients thrive.  

Locations: Houston, TX, San Antonio, TX, Austin, TX, Dallas-Fort Worth, TX

The Expertise and Skills You Bring

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

Ability to lead a complex sales cycle

Experience successfully supervising 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

Effective communication skills and an approach to proactively build client interactions

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 resolve 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

The Team

The Performance Services team responds to investment staff inquiries and supports their information needs with respect to portfolio attribution. The group is responsible for supervising portfolio, index, and third-party data and validation of portfolio level attribution results. Analysts review fund and holdings level activity to then compile, research, and validate attribution results. This ensures quality of attribution results for internal clients and downstream deliverables. The team produces daily, periodic (Monthly/Quarterly), and ad hoc attribution reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides ad hoc performance and attribution analysis to the investment staff and senior leaders.

Certifications:

Series 07 – FINRA, Series 63 – FINRA

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).” 

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.