Sales Agents responsible for showcasing roofing services and building client relationships at Integrity Exteriors. Connecting with homeowners and providing tailored exterior solutions for their properties.
SF
Hybrid Vice President, Custody Sales – Carolinas, Kentucky, Tennessee, Mississippi
Posted last month
About the role
- Vice President of Custody Sales managing business development and client relationships for Fidelity Institutional. Driving revenue growth and enhancing operational efficiency for institutional clients in designated regions.
Responsibilities
- Develop new business relationships with RIAs and 'Breakaway' Advisors
- Cultivate opportunities to acquire business objectives
- Introduce a full line of Fidelity products, services and capabilities to prospects
- Collaborate with Inside Sales, Business Development and Implementation teams
- Produce reports analyzing portfolio returns
Requirements
- 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
- Series 7 and 63 registrations preferred
- Ability to lead a complex sales cycle
- Proven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
- Effective communication skills
- Understanding of pricing model for profitability
- Deep domain expertise in the RIA business and Fidelity's competitors
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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