Fidelity Institutional Asset Management (FIAM) & the Intermediary Distribution sales organization provide investment management services & support through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. FIAM’s total assets under management are over $293 billion.
The Intermediary Sales Desk is an exceptional place for employees to build a foundation for a career in the asset management industry. We have an unyielding commitment to the professional development of all associates in good standing and has created a customized program to aid and participate in the development of a long-term career with Fidelity Investments.
Job Purpose:
- As an Index/ETF Specialist, your primary focus is creating awareness and driving sales into innovative solutions at Fidelity to meet investment professionals short and long term needs.
- Secondarily you will play a critical role on providing subject matter expertise in the area of index mutual funds and ETF products to investment professionals.
- The successful candidate will be able to work in a fast paced, high energy culture of sales excellence that promotes teamwork, competitiveness, accountability and integrity.
Responsibilities:
- Achieving financial, quality and activity goals in your territory
- Pioneering a new focus on a growing part of the FIAM organization with ETF and Index products.
- Working as a part of a team in a high paced, energetic sales environment
- Developing communication and presentation skills to demonstrate and deliver Fidelity investment capabilities and solutions
- Proactively contacting prospective and existing clients to educate them about Fidelity’s products (>75% of their time on index investments and ETFs), guiding clients through a sales process to uncover needs, and offering product line to fulfill those appropriate needs
- Partnering with field consultant and field wholesalers to drive index mutual funds and ETF flows
- Working with various internal partners that support your business to provide top-notch service to our financial advisors
- Ensuring compliance with internal and external rules, policies, and procedures as well as regulatory requirements
Skills and Qualifications:
- You possess strong sales skills: probing, listening, closing and territory management
- You demonstrate strong communication and prospecting skills
- You have the ability to thrive in a fast-paced, team-focused environment
- You are motivated to achieve success
- You have a competitive, results-oriented mindset
- You exhibit strong understanding of current financial markets activity
- You are flexible and adaptable, you adjust quickly to change in a busy environment and are open to feedback
- You possess excellent time management and organizational skills
- Bachelor degree or equivalent
- Requires 2+ years sales experience within the financial services industry; mutual fund concentration, packaged product and ETF experience
- High energy, solutions oriented with a positive attitude
- Demonstrates knowledge and understanding of current market conditions (i.e. tactical and secular trends)
- Demonstrates the understanding of different asset classes and how they relate to and interact with each other in various, current market conditions
- Demonstrates knowledge and understanding of ETF and index products.
- Familiarity of the general mutual fund competitive landscape
- Series 7 and 63 securities license.
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