Fidelity Bank · 1 month ago
Director, Model Portfolios
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $155K/yr
10+ years expFidelity Bank is seeking a Director for their Model Portfolios division within Fidelity Distributors Company LLC. The role involves driving sales execution, expanding client relationships, and collaborating with wholesalers to enhance the adoption of Fidelity’s turnkey model portfolios.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement
Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities
Proficient with competitor capabilities and Fidelity differentiation
Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration
Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy
Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution
Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space
Qualification
Required
Bachelor's degree required
MBA, CFA or equivalent graduate degree a plus
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase