VP, Fidelity Family Office Sales

Fidelity Family Office Services was established in 2004 to serve the sophisticated needs of single and multi-family offices and ultra wealthy investors. We provide custody, brokerage and investment services, in addition to business consulting. Clients choose to work with our dedicated business unit because we are cost effective, provide objective guidance and, most importantly, deliver outstanding service. Our focus is to support the needs of breakaway advisors, Multi-Family Office executives and UHNW the end-clients they serve.

The Vice President Southern West Region is primarily responsible for managing a territory of prospective clients and influencers. The VP is responsible for engaging and consulting with prospects and ultimately converting them to clients. The ideal candidate will be an experienced sales professional with a proven track record of success in the Registered Investment Advisor (RIA), Family Office, and/or High Net Worth marketplace.

Primary Responsibilities

• Build strong referral network of important centers of influence.

• Develop strategic regional business plan with key markets and influencers.

• Implement marketing programs to drive awareness and lead generation initiatives for both direct and influencer business.

• Manage the entire sales process from developing an opportunity, delivering presentations and demonstrations, to closure.

• Transition closed relationships to a team of experienced Relationship Managers.

• Work in a team environment with subject matter experts to help close business.

• Provide thought leadership with Senior Management around launching new ideas in the ultra-wealthy market.

• Facilitate and motivate product development staff to come up with prospect solutions and value propositions.

• Be a leader in the area of practice management to help large RIAs run more efficient businesses

• Develop and execute on strategies to grow Fidelity’s relationship with families of wealth working closely with internal Fidelity channels

• Take a leadership role in shaping and growing the Family Office Services Influencer strategy.

The Expertise and Skills You Bring

• Bachelors Degree required

• At least 10 years of industry experience with a concentration in ultra high net worth sales.

• Series 7 and 66 required or attained within 90 days of hire

• A comprehensive understanding of the brokerage marketplace, particularly of ultra high net worth client needs and requirements.

• Ability to travel extensively within territory

• A proven track record of success in a strategic sales environment and an understanding of complex sales processes.

• Familiarity of a sales lifecycle, specifically within the financial securities and/or technology industry.

• Ability to develop relationships with prospective clients via face-to-face and telephone meetings.

• Superior ability to build and maintain relationships through demonstration of competency, partnership and strategic thought.

• Must have the ability to organize meetings at CEO level within small/medium sized companies.

• High aptitude for learning technology.

• High degree of self-motivation, a positive attitude, and a strong desire to be successful within a career in sales.

• Strong ability to negotiate and close business.