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Fidelity Investments

Manages investments and workplace retirement plans

Vice President Public Sector Sales

Account ExecutiveConfirmed live in the last 24 hours
Full-timeMassachusetts, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 10 years of financial services experience with a demonstrated track record of institutional investment sales and business development success is required.
  • A deep understanding of U.S. public sector organizations, capital markets, and institutional investment solutions is required.
  • Series 7 and Series 63 registrations are required.
  • The role requires the ability to engage and influence senior executives, including CIOs, CFOs, Treasurers, and Benefits leaders.
  • Experience negotiating investment management agreements and managing complex, multi-stakeholder sales processes is required.
  • Strong consultative selling, relationship management, and client development skills are required.
  • The role requires the ability to communicate complex investment concepts clearly and effectively to internal and external audiences.
  • The role requires strategic thinking and strong problem-solving capabilities.
  • The role requires the ability to work independently within a remote territory.
  • The role requires strong collaboration with investment teams, research, trading, consultant relations, legal, compliance, and distribution functions.

Responsibilities

  • Build and maintain a robust pipeline of new public sector business opportunities across asset classes.
  • Develop relationships with key decision-makers, including investment, treasury, and benefits executives.
  • Represent Fidelity's investment management capabilities and deliver tailored investment solutions to clients and prospects.
  • Lead complex business development efforts, including negotiating Investment Management Agreements and navigating regulatory, operational, legal, and compliance considerations.
  • Partner across Fidelity to deliver a seamless client experience and drive successful outcomes.
  • Increase Fidelity's visibility and market presence through industry engagement, speaking opportunities, and strategic partnerships.
  • Stay informed on industry trends and provide clients with insights to help them navigate evolving investment challenges.

Desired Qualifications

  • An MBA, CFA, or other advanced investment credentials are preferred.
  • Passion for financial markets and delivering investment solutions that help clients achieve their objectives.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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