Core member of Citco’s Real Estate team delivering fund administration services for complex fund structures. Working closely with the Vice President and supervising a small team of accountants.
SF
Hybrid VP, Advisor Consultant
Posted 5 months ago
About the role
- VP of Retirement Advisor Consultant working to build Advisor relationships and business development efforts. Collaborating with the team at Fidelity to enhance their presence in the retirement plan marketplace.
Responsibilities
- This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace!
- You will identify, build, and maintain strong relationships with Advisors in your region.
- Focus on educating Advisors, firms, and partners on our services and processes.
- You will also partner and be responsible for key projects with our Vice President of External Business Development.
- Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
Requirements
- Experience in a business development or sales role
- Understanding of Advisor value proposition and experience
- Track record of running successful initiatives and projects
- Passion for relationship building and partnering
- Curious mind-set combined with a dynamic and flexible operating style
- Project organization, management, and deployment
- Series 7 & 63 licenses need to be acquired upon accepting the role
- Previous experience and knowledge of the retirement benefits landscape are must-haves
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- 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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