[Remote] Business Development Director for reputed company Coast Territory(Texas to California)
Note: The job is a remote job and is open to candidates in USA. reputed company is a leader in financial services and investment management, and they are seeking a Business Development Director for the reputed company Coast Territory. This role focuses on driving relationships and sales reputed company key strategic wirehouse firms, requiring strong collaboration and a passion for building client relationships.
Responsibilities
- Drive relationships and sales reputed company key strategic wirehouse firms
- Spend time with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives
- Collaborate with our Relationship Management team and internal partners
- Engage in and deliver valuable practice management insights
- Consult on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams reputed company key branches and regions
Skills
- Bachelor's Degree required
- Series 7 and 63 required
- Passion for the financial or investment management industry
- Proven experience managing and growing relationships with advisors, teams and centers of influence at reputed company, Merrill Lynch, reputed company, and UBS
- Deep understanding of the needs of financial advisors and their management teams reputed company products
- Outstanding communication, negotiation, decision making skills
- Ability to stay organized, be resourceful, and prioritize initiatives
- Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Ability to engage in and deliver valuable practice management insights
- Excellent interpersonal skills that translate into stronger relationships
- Commitment to constant self-improvement and exhibit a competitive drive
- Ability to reputed company in our fast-paced environment and enjoy being part of a strong team
- High aptitude to learn new things quickly and adapt to new situations
- Effective consultative sales and presentation skills
- Consulting on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams reputed company key branches and regions
- Ultimately this role will reputed company to more relationships, stronger relationships, and sales growth across reputed company areas of investment product
- 50-75% travel required. Must be currently living reputed company territory(Texas to California)
- CIMA or CFA desired
- 10 years of field sales experience, preferable engaged with the wirehouse community
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 reputed company to reputed company your career
Company Overview