Regional Director(Raleigh-Durham, North Carolina Territory)

Fidelity Investments Inc.; Raleigh (NC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments in Raleigh, NC seeks a Regional Director to drive and support the distribution of Fidelity investment products to Independent B/D and Wirehouse advisors. The role emphasizes client relationships, consultative selling and collaboration with internal partners to create opportunities across the Eastern Carolinas.

You will live and work from home within the territory, conduct in-person client meetings, make strategic sales calls, and partner with specialist teams to expand

Qualifications

• Bachelor’s Degree required.
• Series 7 and 63 required.
• CIMA or CFA desired.
• 5 years of field sales experience in financial services preferred.
• Excellent interpersonal and client relationship skills.
• Ability to travel and work with advisors across the Eastern Carolinas.

Responsibilities

• Consult on Fidelity products, investment perspectives, and financial markets for clients.
• Collaborate with internal partners and specialists to service professionals and create opportunities.
• Make in-person sales calls within the Raleigh-based territory to drive new business and retain assets.
• Partner with internal teams to expand market share while upholding Fidelity standards.

Skills

Communication skills

Negotiation

Multi-tasking

Sales experience

Presentation skills

Education

Bachelor’s degree

Job description

Job Description: Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees.

Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas. You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

The Expertise and Skills You Bring

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA desired
• Passion for the financial services industry
• 5 years of field sales experience, working within financial services highly preferred
• Outstanding communication, negotiation, decision making and multi-tasking abilities
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
• Excellent interpersonal skills that translate into a positive client experience
• Passion for sales and the ability to uncover and qualify new opportunities
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to thrive in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills

The Team

As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth.In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share. Must live within the territory.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 63 - FINRA

Important Legal and Compliance Information

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact [e-mail]
For roles based in Germany: Contact [e-mail]

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