Director, Model Portfolios
Fidelity(1 month ago)
About this role
A sales-facing role at Fidelity Institutional supporting the turnkey model portfolio business in the intermediary and institutional marketplace. The position sits within managed solutions distribution and focuses on expanding Fidelity’s institutional investment offerings among broker-dealers, RIAs, and financial advisors.
Required Skills
- Sales Execution
- Advisor Engagement
- Client Growth
- Product Expertise
- Competitor Analysis
- Territory Management
- Partner Collaboration
- Wholesaler Support
- Relationship Management
Qualifications
- Bachelor's Degree
- MBA
- CFA
- Series 7 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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