Job Description:

The Role

Are you an aspiring Sales professional with experience building the early stages of a Sales pipeline? Do you have the technical skills and proven ability to analyze data and identify the most relevant and salable new business opportunities? Can you establish relationships and collaborate with an experienced Sales team to generate leads and help implement an end-to-end Sales process? If so, we are excited to speak with you about a Director, Business Development role in Fidelity’s Institutional Client Group (ICG) organization.

ICG is the institutional distribution arm of Fidelity’s Asset Management business with responsibility for managing investment relationships with Fortune 500 and large public sector clients. We are looking for an experienced financial services professional that has a thorough understanding of investment products relevant to both the Defined Contribution and Defined Benefit market segments. The key areas of responsibility include acquiring both proprietary and publicly available information on Corporate and Tax-Exempt plan sponsors, analyzing the data to prioritize Sales opportunities, and developing action plans to engage clients, prospects and external consultants. These key areas of focus will require investment and financial savvy, attention to detail, the ability to strategize and collaborate, while working across a demanding…but collaborative culture.

The Expertise and Skills You Bring

• Bachelor’s degree required w/ MBA, CFA or Consulting experience a plus
• Minimum 7 years of related product and industry experience – Fidelity experience desirable
• FINRA Series 7 and 63 required or must be obtained within 90 days of hire
• Defined Contribution and Defined Benefit investment expertise
• Strong analytical skills, attention to detail, and capacity to gain insight from data analyses
• Talent for effectively communicating complex information – both verbally and in writing
• Desire to work effectively across a collaborative and inclusive culture

The primary goal of the Business Development Role is to help drive AUM growth across assigned market segments. In this role you will support an experienced Sales team that works with both existing clients as well as new prospects to sell Fidelity’s investment capabilities. The Business Development role will be considered a feeder pool to future Sales positions. Core responsibilities include:

• Harvesting and analyzing data from proprietary and public information sources to generate best ideas and identify high conviction Sales opportunities
• Building strategic relationships and establishing Sales strategy sessions with internal business partners to discuss Fidelity’s investment capabilities
• Managing Sales opportunities through their lifecycle in Salesforce CRM
• Bringing non-standard investment requests before Business Acceptance Committees for approval
• Presenting update of Sales goals, campaign efforts, and key areas of focus for senior management and internal audiences

Note: Fidelity is not providing immigration sponsorship for this position

The Team

• Ongoing training, coaching and personal development time to prepare you for long-term career growth and success
• Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
• Access to a variety of employee resource groups and volunteer opportunities within the local community
• Onsite fitness and wellness centers as well as company subsidized healthy meal options at our onsite cafeterias
• An array of competitive employee benefits, including tuition reimbursement and student loan assistance for eligible employees. To learn more about our employee benefits please visit: https://jobs.fidelity.com/our-culture/benefits/index.html

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.