Are you an aspiring Sales professional with experience building the early stages of a Sales pipeline? Do you have the technical skills and proven ability to analyze data and identify the most relevant and salable new business opportunities? Can you build relationships and collaborate with an experienced Sales team to generate leads and help implement an end-to-end Sales process? If so, we are excited to speak with you about a Director, Business Development role in Fidelity's Institutional Client Group (ICG) organization.
ICG is the institutional distribution arm of Fidelity's Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients. We are looking for two experienced financial services professionals that have a thorough understanding of investment products relevant to both the Defined Contribution and Defined Benefit market segments. The key areas of responsibility include acquiring and analyzing both proprietary and publicly available information on Corporate and Public Sector plan sponsors, analyzing the data to prioritize Sales opportunities, and developing action plans to engage clients, prospects and external consultants. These key areas of focus will require investment and financial savvy, attention to detail, the ability to strategize and collaborate, while working across a demanding...but collaborative culture.
The Experience and Skills You Have
- Bachelor's degree required w/ MBA, CFA or Consulting experience a plus
- Minimum 7 years of related product and industry experience - Fidelity experience desirable
- FINRA Series 7 and 63 required or must be obtained within 90 days of hire
- Defined Contribution and Defined Benefit investment expertise
- Strong analytical skills, attention to detail, and capacity to gain insight from data analyses
- Talent for effectively communicating complex information - both verbally and in writing
- Desire to work effectively across a collaborative and inclusive culture
- Ability to work remotely and accommodate minimal travel requirements
The Role
The primary goal of the Business Development Role is to help drive AUM growth across assigned market segments. In this role you will support an experienced Sales team that works with both existing clients as well as new prospects to sell Fidelity's investment capabilities. The Business Development role will be considered a feeder pool to future Sales positions. Core responsibilities include:
- Harvesting and analyzing data from proprietary and public information sources to generate best ideas and identify high conviction Sales opportunities
- Building strategic relationships and establishing Sales strategy sessions with internal business partners to discuss Fidelity's investment capabilities
- Managing Sales opportunities through their lifecycle in Salesforce CRM
- Bringing non-standard investment requests before Business Acceptance Committees for approval
- Presenting update of Sales goals, campaign efforts, and key areas of focus for senior management and internal audiences
Certifications:
Category:
Sales Support