VP, Portfolio Advisory Services - Westlake, TX

Westlake, TX
January 15 2019

The Westlake Central Leadership Team is excited to be hiring a Vice President of Portfolio Advisory Services. In this role you will have overall responsibility for leading and developing the Portfolio Advisory Services function, driving a world class customer experience, strategic planning and employee engagement and development.

The Team

Fidelity's Portfolio Advisory Services (PAS) is a component of Fidelity Wealth Services.  This group offers diversified managed accounts that can be personalized to an individual's goals and needs, like saving for retirement, reducing the impact of taxes, or generating income. Portfolio Advisory Services group operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands.

 The Expertise You Have

  • Bachelor's Degree or equivalent work-related experience

  • 10 years of management experience (Sales management experience preferred)

  • FINRA Series 7, 63 or 66 licenses are essential; 9, 10 is highly preferred or able to obtain within 120 days

The Skills You Bring

  • Exhibit effective strategic thinking, negotiation, and planning skills

  • Possess a proven track record of success in associate development and business results

  • Exceptional communication, interpersonal, and organizational skills

  • Demonstrated leadership, relationship building and client management skills


The Value You Deliver

  • Contribute to the development, communication and execution of business goals.

  • Communicate key concepts/areas (business results, operations, quality, and the customer experience) and how they affect the business in both the short and long-term.

  • Drive complex and specialized projects involving multiple constraints where analysis of data requires a review of factors and the development of solutions.

  • Create a culture where employees feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency.

  • Develop in-depth knowledge of Fidelity and PWI products, service capabilities, and positioning in order to effectively guide daily operations.

  • Drive accountability for results through policies/procedures, risk management, staffing, and other business processes and identify opportunities for business improvement.

  • Prioritize staff workload and manage expenses, productivity, and quality.

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