Vice President, Custody Sales(Carolinas, Kentucky, Tennessee, and Mississippi)

Fidelity(27 days ago)

HybridFull TimeSenior$104,273 - $140,695 (estimated)Sales

About this role

The Vice President, Custody Sales will develop new business relationships with RIAs and breakaway advisors across the Carolinas, Kentucky, Tennessee, and Mississippi to acquire custody and brokerage clients for Fidelity Institutional. The role supports Fidelity Institutional’s offering of trading, custody, and brokerage services to institutional clients and aims to drive asset growth and client acquisition.

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Required Skills

Business Development
Relationship Management
RIA
Custody
Brokerage
Sales Cycle
Client Meetings
Prospecting
Lead Generation
Pricing

+3 more

Qualifications

Bachelor's Degree
Series 07 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity 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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