About the role

  • Senior Vice President, Business Development focusing on Fidelity's solutions for mid-market clients. Leading efforts to raise new investment assets from institutional clients in the Southeast.

Responsibilities

  • Focus on selling Fidelity’s solutions and products to mid-market clients
  • Develop and implement a coherent, regionally focused business development plan
  • Raise significant amounts of new investment assets from institutional clients
  • Collaborate with internal partners to drive sales with institutions
  • Present investment solutions to clients

Requirements

  • Bachelor’s Degree required, MBA desired
  • CFA strongly desired
  • Series 7 and 63 (or equivalent)
  • Strong knowledge of U.S. and international capital markets
  • Defined benefit experience
  • Familiarity with LDI and risk management solutions
  • Experience selling target date solutions
  • Experience selling alternative investments
  • Proven success covering Institutions is strongly preferred
  • 15 plus years or greater experience in the financial and investment management industry
  • Asset management client relationship experience preferred.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities

Job title

SVP – Institutional Sales, Mid-Market

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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