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SF
Hybrid Vice President, Head of FMAX Distribution
Posted last month
About the role
- Head of FMAX Distribution at Fidelity leading advisor sales strategy. Focusing on client growth and platform expansion through leadership in integrated sales and operational excellence.
Responsibilities
- Drive advisor adoption, client growth, and platform expansion through strategic planning, performance oversight, and cross-functional alignment.
- Represent FMAX at advisor conferences and industry events, articulating Fidelity’s managed solutions strategy and value proposition.
- Manage client-level P&L, pricing strategy, and profitability analysis to inform growth decisions.
- Foster talent development, ensuring operational excellence, promoting Fidelity’s managed solutions and internal referrals.
Requirements
- Bachelor's degree required
- MBA, CFA or equivalent graduate degree a plus
- Series 7 & 63 licenses required (pass within 90 days)
- 15+ years of financial services experience
- Willingness to travel 60% Nationally
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 learning resources to develop your career
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