Director, Model Portfolios
Fidelity(26 days ago)
About this role
A sales role within Fidelity Institutional focused on growing the footprint of Fidelity’s turnkey model portfolios across intermediary and institutional channels. The position supports the managed solutions business by partnering with distribution teams, strategic partners, and wholesalers to expand market presence and revenue.
Required Skills
- Sales Execution
- Advisor Engagement
- Client Growth
- Product Expertise
- Territory Management
- Partner Collaboration
- Wholesaler Support
- Competitor Knowledge
Qualifications
- Bachelor's Degree
- MBA (Preferred)
- CFA (Preferred)
- Series 7
- Series 63
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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