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Vice President, Business Development - Family Office Services Job
Date: Mar 11, 2010
Location: Chicago, IL, US
Vice President, Business Development - Family Office Services - 0903115
Description
Position Description
Fidelity Family Office Services (FFOS) is a division of Fidelity's Institutional Products Group. FFOS is a fast paced, entrepreneurial organization where people make the difference. FFOS provides comprehensive technology, wealth management products and service excellence to family offices and their advisors.
The Vice President of Business Development is responsible for managing a territory of prospective clients and influencers. The VP is responsible for engaging prospects and ultimately converting them to clients. This job is for an experienced sales professional, with a proven track record of success in the Family Office and High Net Worth marketplace.
Primary Responsibilities
*
Manage the entire sales process from developing an opportunity, delivering presentations and demonstrations, to closure.
*
Develop strategic regional business plan with key markets and influencers.
*
Build strong referral network of important centers of influence.
*
Transition closed relationships to a team of experienced Relationship Managers.
*
Implement marketing programs to drive awareness and lead generation initiatives for both direct and influencer business.
*
Work in a team environment with subject matter experts to help close business.
*
Provide thought leadership with Senior Management around launching a new business within Fidelity.
*
Facilitate and motivate product development staff to come up with prospect solutions and value propositions.
Qualifications
Education and Experience
*
Bachelor's Degree required
*
Series 7 & 66 required or attained within 90 days of hire.
* 10+ years industry experience with a concentration in high net worth and/or technology sales, preferably with a service and operational component
* Experience and established network contacts within the investment management industry.
*
Ability to Travel: up to 50%
Skills and Knowledge
*
A comprehensive understanding of the brokerage marketplace, particularly of ultra high net worth client needs and requirements.
*
A proven track record of success in a strategic sales environment and an understanding of complex sales processes.
*
Familiarity of a sales lifecycle, specifically within the financial securities and/or technology industry.
*
Ability to develop relationships with prospective clients via face-to-face and telephone meetings.
*
Superior ability to build and maintain relationships through demonstration of competency, partnership and strategic thought
*
Must have the ability to organize meetings at CEO level within small/medium sized companies.
*
High aptitude for learning technology.
*
High degree of self-motivation, a positive attitude, and a strong desire to be successful within a career in sales.
*
Strong ability to negotiate and close client contracts.
Company Overview
Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of nearly $3.1 trillion, including managed assets of $1.5 trillion as of September 30, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.
Job
: Institutional
Primary Location
: IL-Chicago
Schedule:
: Full-time
Job Level:
: Team Leader
Education Level
: Bachelor's Degree (±16 years)
Job Type
: Standard
Shift:
: Day Job
Overtime Status:
: Exempt
Travel
: Yes, 50% of the time
Description
Position Description
Fidelity Family Office Services (FFOS) is a division of Fidelity's Institutional Products Group. FFOS is a fast paced, entrepreneurial organization where people make the difference. FFOS provides comprehensive technology, wealth management products and service excellence to family offices and their advisors.
The Vice President of Business Development is responsible for managing a territory of prospective clients and influencers. The VP is responsible for engaging prospects and ultimately converting them to clients. This job is for an experienced sales professional, with a proven track record of success in the Family Office and High Net Worth marketplace.
Primary Responsibilities
*
Manage the entire sales process from developing an opportunity, delivering presentations and demonstrations, to closure.
*
Develop strategic regional business plan with key markets and influencers.
*
Build strong referral network of important centers of influence.
*
Transition closed relationships to a team of experienced Relationship Managers.
*
Implement marketing programs to drive awareness and lead generation initiatives for both direct and influencer business.
*
Work in a team environment with subject matter experts to help close business.
*
Provide thought leadership with Senior Management around launching a new business within Fidelity.
*
Facilitate and motivate product development staff to come up with prospect solutions and value propositions.
Qualifications
Education and Experience
*
Bachelor's Degree required
*
Series 7 & 66 required or attained within 90 days of hire.
* 10+ years industry experience with a concentration in high net worth and/or technology sales, preferably with a service and operational component
* Experience and established network contacts within the investment management industry.
*
Ability to Travel: up to 50%
Skills and Knowledge
*
A comprehensive understanding of the brokerage marketplace, particularly of ultra high net worth client needs and requirements.
*
A proven track record of success in a strategic sales environment and an understanding of complex sales processes.
*
Familiarity of a sales lifecycle, specifically within the financial securities and/or technology industry.
*
Ability to develop relationships with prospective clients via face-to-face and telephone meetings.
*
Superior ability to build and maintain relationships through demonstration of competency, partnership and strategic thought
*
Must have the ability to organize meetings at CEO level within small/medium sized companies.
*
High aptitude for learning technology.
*
High degree of self-motivation, a positive attitude, and a strong desire to be successful within a career in sales.
*
Strong ability to negotiate and close client contracts.
Company Overview
Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of nearly $3.1 trillion, including managed assets of $1.5 trillion as of September 30, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.
Job
: Institutional
Primary Location
: IL-Chicago
Schedule:
: Full-time
Job Level:
: Team Leader
Education Level
: Bachelor's Degree (±16 years)
Job Type
: Standard
Shift:
: Day Job
Overtime Status:
: Exempt
Travel
: Yes, 50% of the time
Nearest Major Market: Chicago
Job Segments: Business Development, Executive, Management
Apply now »
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