Director of Institutional Growth & Sales Strategy

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 130,000 - 200,000; Full time

Job summary

Fidelity Investments Inc. seeks an aspirational Director, Business Development to fuel AUM growth within Institutional Client Group.

You will lead data-driven opportunity identification, collaborate with a seasoned sales team, and drive end-to-end sales processes for Fortune 500 and large public sector clients. The role emphasizes building relationships, presenting strategic initiatives, and coordinating with internal partners to discuss Fidelity’s investment capabilities.

Qualifications

• Bachelor’s degree required; MBA, CFA or consulting experience a plus.
• Minimum 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 the Defined Contribution investment landscape.
• Strong analytical skills, attention to detail, and ability to gain insight from data analyses.
• Excellent written and verbal communication; collaborative culture.

Responsibilities

• Harvesting and analyzing data from proprietary, 3rd party, and public information sources to generate best ideas and identify high conviction Sales opportunities.
• Building strategic relationships and establishing Sales strategy sessions with internal business partners to discuss Fidelity’s investment capabilities.
• Managing Sales opportunities through their lifecycle in Salesforce CRM.
• Bringing non-standard investment requests before Business Acceptance Committees for approval.
• Presenting Sales goals, campaign efforts, and key areas of focus for senior management and internal audiences.

Skills

Data analysis

Communication

Collaboration

Analytical skills

Education

Bachelor’s degree

MBA

CFA

Consulting experience

Tools

FINRA Series 7

FINRA Series 63

Job description

Fidelity Investments Inc. seeks an aspirational Director, Business Development to fuel AUM growth within Institutional Client Group.

You will lead data-driven opportunity identification, collaborate with a seasoned sales team, and drive end-to-end sales processes for Fortune 500 and large public sector clients. The role emphasizes building relationships, presenting strategic initiatives, and coordinating with internal partners to discuss Fidelity’s investment capabilities.