Director, Institutional Business Growth

Fidelity Investments Inc.; Smithfield (RI); Presencial; USD 150 000 - 190 000; Tempo integral

Resumo da oferta

Fidelity Investments Inc. in Smithfield, RI seeks a Director of Business Development to lead data-driven opportunity identification within institutional clients.

You will harvest and analyze data, build relationships, and guide a sales team through the lifecycle using Salesforce CRM. The role emphasizes seven-plus years in related product/industry experience, FINRA licenses, and strong communication and analytical skills in a collaborative environment with potential for growth within Fidelity’s

Qualificações

• Bachelor’s degree required; MBA, CFA or consulting experience 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.
• Extensive knowledge of defined contribution investment landscape.
• Strong analytical skills, attention to detail, and ability to gain insight from data analyses.
• Excellent communication skills, both verbal and written; collaborative mindset.

Responsabilidades

• Harvesting and analyzing data from various sources to identify high-conviction sales opportunities.
• Building strategic relationships and leading strategy sessions with internal partners.
• Managing sales opportunities through their lifecycle in Salesforce CRM.
• Presenting sales goals and campaign focus to senior management and internal audiences.

Conhecimentos

Analytical skills

Communication skills

Collaboration

Sales pipeline development

Data analysis

Formação académica

Bachelor’s degree

MBA

CFA

Consulting experience

Ferramentas

Salesforce CRM

Descrição da oferta de emprego

Fidelity Investments Inc. in Smithfield, RI seeks a Director of Business Development to lead data-driven opportunity identification within institutional clients.

You will harvest and analyze data, build relationships, and guide a sales team through the lifecycle using Salesforce CRM. The role emphasizes seven-plus years in related product/industry experience, FINRA licenses, and strong communication and analytical skills in a collaborative environment with potential for growth within Fidelity’s