Position Description: National Financial (NF), a Fidelity Investments company, offers Integrated Brokerage Solutions to over 330 clients ranging from retail broker/dealers to institutional investment firms. Collectively, there are over 85,000 brokers and advisors associated with National Financial correspondent broker-dealers. As of March 31, 2008, National Financial custodied $671 billion in assets, representing 5.6 million accounts. NFs Managed Account Solutions (MAS) offering is a scalable, sophisticated fee-based offering integrated into the Streetscape platform that comprises four advisory programs. The MAS Wholesaler will be responsible for driving revenue and client adoption for assigned territory. Primary Responsibilities: * Drive MAS asset adoption (increase number of advisors using MAS) and flows in assigned territory through NF Correspondent B/D client base. * Develop prospects & maintain existing and new relationships with top producing financial advisors at MAS firms as a means to achieve MAS goals of increase advisor adoption and asset flows. * Ensure that producers are knowledgeable regarding MAS “platform” offering and related NF products. * Work closely with VP of MAS Sales to maximize territorial sales. Person will report activity trends and opportunities to national sales and product teams. * Travel 75-80% of the time to various branch offices within their assigned region, attending industry trade shows and conferences and visits to the home office in Boston, MA. * Person will keep call notes and pipeline up to date within the NF CRM tool * Maintain highest level of compliance with all security regulations
Qualifications
Education and Experience: * Bachelors Degree required * Series 7, 63 and 65 licenses required * Minimum of 5 years of sales experience in Financial Service. Broker/Dealer knowledge is preferred. Skills and Knowledge: * Position requires significant overnight travel, with the ability to work from home office when not traveling * Must live in or relocate to sales territory * Field sales and territory management experience required * Must have in depth knowledge of NF Core Brokerage, NF MAS and/or competitive products * Excellent time management and organizational skills * Superb stand-up presentation, communication and listening skills Company Overview: Fidelity Investments is one of the worlds largest providers of financial services, with custodied assets of more than $3.4 trillion, including managed assets of $1.6 trillion as of October 31, 2007. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.
Job Profile Job Category Institutional Locations NY-New York Schedule Full-time Job Level Individual Contributor Education Level Bachelors Degree (±16 years) Job Type Standard Shift Day Job Overtime Status Exempt Travel Yes, 75 % of the Time
Please refer to job code fidelity-147201 when responding to this ad.
Category: Advertising/Marketing/Public Relations .
> Business Development
Location: New York, NY .
Pay Rate: Open .
Job Terms: full time .
Company: Fidelity Investments .
Phone: email only please .
Fax: email only please .
Applicant Category: Professional
Requisition Code:
Two Initials of Recruiter: BW
System Date: 10/28/2008
System Time: 19:37:03
Document Name(40): Vice President, External Wholesaler Mana
Source: JobCircle.com - USA
SearchTerms: "work at home" "work from home"
URL(80): http://jobcircle.com/classifieds/1774970.html?source=jc_csearch
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