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
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