Job Description
:The Role
The Prospect Development Specialist will be responsible for marketing Fidelity Family Office Services (FFOS) to internal business partners, driving new business opportunities from these channels while supporting our Sales Executives with strategic new business wins. The PDS, will have the opportunity to think creatively about how to message the FFOS offering, manage a sales pipeline and engage directly with some of Fidelity’s most sophisticated investors.
Role Objectives:
Internal Channel Development
Efficiently manage sales pipeline
Strategic Project Work
Management teams for organic business development
The Expertise and Skills You Bring
The Team
The PDS, will be an integral part of the Sales and Relationship Management teams driving new business to Fidelity Family Office Services (FFOS). FFOS provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. FFOS is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity and security. This role demands a strong business acumen, ability to think strategically and knowledge of the high net worth and platform ecosystem.
Certifications:
Family Office - Prospect Development Specialist • Boston, MA, US
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