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SVP, Division Manager(Mid Atlantic Region)
SVP, Division Manager(Mid Atlantic Region)Fidelity • San Jose, CA, United States
SVP, Division Manager(Mid Atlantic Region)

SVP, Division Manager(Mid Atlantic Region)

Fidelity • San Jose, CA, United States
1 day ago
Job type
  • Full-time
Job description

Job Description : The Role

We have an exciting Divisional Sales Manager Opportunity based in the Mid Atlantic, working with Regional Directors / Wholesalers who are responsible for driving the distribution of Fidelity products, tools, and resources through Financial Advisors and Registered Investment Advisors. We seek someone with a passion for the business, who is energized by helping others succeed and is focused on the growth of client relationships, the growth of individual contributors and the diversity of our business and salesforce. This role provides the opportunity to work within an organization that is focused on teamwork, growth and development of its employees, cross business relationships and driving high client satisfaction.

The Expertise and the Skills You Bring

  • Bachelor's Degree Required
  • Series 7, 63, 24, 51 Required
  • Minimum of 10-15 years sales experience required
  • 5 years of sales management experience in the Financial Services industry preferred
  • Your ability to manage salespeople with varying degrees of experience and tenure
  • Your passion to coach and provide consistent, constructive feedback
  • A desire to lead, motivate and collaborate for the benefit of the team
  • The ability to lead with humility, clarity, and courage
  • Your knowledge of the industry, the competitive landscape, and our key firms
  • Your ability to think strategically about the broader business
  • An understanding of the need to follow compliance and regulatory guidelines
  • Your skill in managing resources available to your team
  • Your proven skills in developing and maintaining a positive sales culture and inclusive environment
  • Your strength in problem solving and issue resolution
  • Your COI relationships in the region
  • Developing and maintaining a highly motivated, highly productive sales team which will lead to stronger client relationships and increased sales
  • Collaborating with internal partners and specialists to maximize the ROI with your sales team and our clients.
  • The effective management of a sales team leading to diversification of business, growth of client relationships, and high client satisfaction

Note : Fidelity is not providing immigration sponsorship for this position

The Team

As a Divisional Sales Manager your primary responsibility will be the day to day management of your team of Regional Directors / Wholesalers who are providing valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. This role includes the coaching and development of your team in order to ensure that the team has the required sales skills, communication skills, presentation skills and attitude to succeed. You will be responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team's effectiveness around these strategies and opportunities.

Certifications :

Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA

Category : Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

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Atlantic Region • San Jose, CA, United States

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