Fidelity Investments · 1 day ago
Senior Manager, Regional Investment Consultant
Smithfield, RI
Full-time
Hybrid
Mid, Senior Level
3+ years expFidelity Investments is a leading financial services company, and they are seeking a Senior Manager to lead their Regional Investment Consultants on the Intermediary Investments Sales Desk. This role involves managing a team responsible for driving sales results across various investment product lines while developing sales professionals in a competitive environment.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Leading a team of experienced phone sales professionals
Drive sales results across mutual fund, ETF, model, SMA and ALTs product lines
Develop polished sales professionals
Lead a competitive and high energy sales environment
Establish a collaborative and inclusive team environment
Qualification
Required
BA/BS degree required
3 years of experience in a financial services client facing role
Series 7 and 63 required
2+ years of leadership / management experience
Ability to teach high level sales technique
Advising your sales team to win complicated pipeline opportunities
Strong motivator for daily assertive effort to achieve results
Can establish a collaborative and inclusive team environment
Want the accountability of leading a team to results
Preferred
Series 24 & 51 is preferred or required within the first 90 days
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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