Director, Institutional AUM Growth & Strategy

Fidelity; Smithfield (RI); On-site; USD 140,000 - 230,000; Full time

Job summary

Fidelity’s Institutional Client Group is seeking an experienced Director of Business Development to drive growth in defined contribution and related investment solutions. You will leverage data analysis to identify high-value opportunities, build strategic relationships, and partner with an experienced sales team to move opportunities through the lifecycle.

This role emphasizes collaboration across internal partners, presenting goals to senior management, and contributing to the end-to-end sales

Qualifications

• Bachelor’s degree required; MBA/CFA a plus.
• 7+ years of related product and industry experience – Fidelity experience desirable.
• FINRA Series 7 and 63 required or must be obtained within 90 days of hire.
• Strong analytical skills and ability to gain insight from data analyses.
• Excellent written and verbal communication skills.

Responsibilities

• Harvest and analyze data from proprietary, 3rd party, and public sources to identify high conviction sales opportunities.
• Build strategic relationships and establish sales strategy sessions with internal partners.
• Manage sales opportunities through their lifecycle in Salesforce CRM.
• Present sales goals, campaign efforts, and focus areas to senior management.

Skills

Bachelor's degree

MBA/CFA

Series 7/63

7+ years experience

Defined Contribution

Data analysis

Sales pipeline

Communication skills

Collaboration

Education

Bachelor's degree

MBA or CFA

Tools

Salesforce

Job description

Fidelity’s Institutional Client Group is seeking an experienced Director of Business Development to drive growth in defined contribution and related investment solutions. You will leverage data analysis to identify high-value opportunities, build strategic relationships, and partner with an experienced sales team to move opportunities through the lifecycle.

This role emphasizes collaboration across internal partners, presenting goals to senior management, and contributing to the end-to-end sales