Regional Director - Denver, CO

Fidelity Investments - Denver, CO 80012 APPLY TO THIS JOB

Are you a passionate and self-motivated person who would thrive in a collaborative competitive environment? If so, continue to build your career with us! The Fidelity Institutional Asset Management (FIAM) Field Sales team is a collaborative, competitive, fast paced and exciting environment.

The Expertise We’re Looking For
Bachelor’s Degree
Series 7 and 63
CIMA desired
Passion for the financial or investment management industry
A minimum of 5 years of field sales experience working within Financial Services Industry

The Purpose of Your Role

As a Field Wholesaler/Regional Director your primary responsibility will be supporting and driving sales through financial advisors. You’ll work on a daily basis to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer community.

In your role you will be an important part of the FIAM distribution team and will be responsible for making in-person sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share.

The Skills You Bring
Your outstanding interpersonal, negotiation, decision making and multi-tasking abilities
You have proven advanced customer service skills
Your ability to represent multiple product offerings including: retirement products, and Fidelity Mutual Fund, Index Fund and ETF solutions
You have excellent interpersonal and communication skills that translate into a positive client experience
You have a passion for sales and the ability to uncover and qualify new opportunities
You are committed to constant self-improvement and exhibit a competitive drive
You thrive in fast paced and team oriented environment
You are extremely resourceful, organized, and ability to prioritize multiple priorities
You have a high aptitude to learn new things quickly and adapt to new situations
Your effective listening, communication and presentation skills

The Value You Deliver
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.

How Your Work Impacts the Organization

You have the opportunity to help FIAM’s goal of becoming the “first call” that select Financial Advisors make when they encounter challenges in their practice or are in need of a product or business practice solution. Additionally, as a sales person you influence and directly impact the revenue and profitability for the firm.

What will you receive from us?
Ongoing training and personal development time to prepare you for long-term career growth and success
Ongoing coaching and feedback from your direct manager, including career development guidance
Access to cutting edge tools and technology
Access to World Class investment management
Travel and Expense Budget
Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
Networking opportunities with Fidelity leaders and colleagues across the organization and region
An array of competitive employee benefits. To learn more about our employee benefits please visit:

Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Sales & Relationship Management

Primary Location: US-CO-Denver - Investor Center

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 50 % of the Time

Denver, Colorado
Denver, CO


Fidelity Investments

Denver, Colorado 80012

6/22/2018 4:53:39 AM


Sales Relationship Management