Fidelity Investments · 16 hours ago
Vice President, Custody Sales(Carolinas, Kentucky, Tennessee, and Mississippi)
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expFidelity Investments is a leading provider of trading, custody and brokerage services to institutional clients. The Vice President, Custody Sales will develop new business relationships with RIAs and 'Breakaway' Advisors in the Carolinas, Kentucky, Tennessee, and Mississippi to achieve business objectives and improve operational efficiency.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Develop new business relationships with RIAs and 'Breakaway' Advisors within FI, in the region (Carolinas, Kentucky, Tennessee, and Mississippi)
Cultivate opportunities to acquire business objectives
Meet and exceed specified asset growth and new client goals in the assigned territory
Understand and effectively communicate FI’s 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 FI’s 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
Qualification
Required
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
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 FI's 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 FI's 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
Preferred
Series 7 and 63 registrations preferred
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
2026-01-23
Livemint.com
2026-01-22
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