Regional Vice President, Sales

San Francisco, CA
March 20 2018

Are you an experienced sales professional with a successful track record of leadership and business development? Help us bring new institutional business and relationships to the Fidelity Clearing & Custody Solutions (FCCS) team. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. 

The Expertise We're Looking For 

  • Bachelor's degree
  • 10   years direct client and/or financial services experience in Sales or Relationship Management function
  • Demonstrated leadership experience
  • Direct experience in RIA, Custody or Brokerage industry
  • Series 7 and 63 registrations required, Series 24 registration preferred or must be obtained after hire 

The Purpose of Your Role

The Regional Vice President will provide leadership and oversight to a high performing team of sales associates as well as develop new business relationships with RIAs and 'Breakaway' Advisors for FCCS in the West Region. The RVP will develop our associates and cultivate the opportunities that exist within this region in order to obtain our business objectives.

The Skills You Bring 

  • Your proven ability to manage a complex sales cycle
  • You have a successful track record with clients and prospects in face-to-face meetings, phone based relationships and via email
  • Your proven, quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
  • You have effective communication skills and an approach to proactively create client interactions
  • Your demonstrated leadership experience  

The Value You Deliver 

  • Hiring, training, coaching and developing a high performing team
  • Providing associates the tools and resources they need to excel in their roles
  • Meeting and exceeding specified asset growth and new client goals in the assigned territory
  • Understanding and effectively communicating FCCS' value proposition to prospects and centers of influence
  • Partnering with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects  
  • Developing an understanding of the prospects business through profiling and determine if FCCS' products and services can add value to the prospects business
  • Partnering with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships
  • Understanding and utilizing pricing model for profitability
  • Leveraging deep domain expertise in the RIA business and Fidelity's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares 

How Your Work Impacts the Organization

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.
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