Senior Manager, Regional Investment Consultant

Senior Manager, Regional Investment Consultant

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As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients.

They are a commission‑based investment product sales team accountable for sales goal achievement. Your team will drive sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of the sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital‑market dynamics into product opportunities is critical to successfully serving our clients and generating revenue for the firm.

You will develop polished sales professionals who achieve results through high activity metrics. You will lead a competitive and high‑energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship‑management roles.

• BA/BS degree required
• 3 years of experience in a financial services client‑facing role
• Series 7 and 63 required
• 2+ years of leadership / management experience
• Series 24 & 51 is preferred or required within the first 90 days. Ability to teach high‑level sales technique
• Advising your sales team to win complicated pipeline opportunities
• Strong motivator for daily assertive effort to achieve results
• Can establish a collaborative and inclusive team environment
• Want the accountability of leading a team to results

Fidelity is not providing immigration sponsorship for this position.

As a Senior Manager in the Fidelity Institutional (FI) organization, specifically working in the Intermediary Investments Client Group dedicated to raising assets across our tremendous lineup of Fidelity’s investment capabilities, your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development, allowing your team to succeed in role and set up strong career paths.

Simultaneously, you will positively impact the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.

• Series 07 - FINRA
• Series 24 - FINRA
• Series 51 - FINRA
• Series 63 - FINRA

Sales

Mid‑Senior level

Full‑time

Finance and Sales

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.