Fidelity will not provide immigration sponsorship for this position.Job Description:The RoleAs a VP, Public Sales - West Territory, you will be responsible for driving new business growth across the public sector market by developing senior-level relationships, identifying new opportunities, and positioning Fidelity's investment capabilities to meet client needs. The role focuses on expanding Fidelity's presence within Defined Benefit, Defined Contribution, and balance sheet asset markets while generating new assets and long-term client partnerships.
Key responsibilities include:
- Building and maintaining a robust pipeline of new public sector business opportunities across asset classes.
- Developing relationships with key decision-makers, including investment, treasury, and benefits executives.
- Representing Fidelity's investment management capabilities and delivering tailored investment solutions to clients and prospects.
- Leading complex business development efforts, including negotiating Investment Management Agreements and navigating regulatory, operational, legal, and compliance considerations.
- Partnering across Fidelity to deliver a seamless client experience and drive successful outcomes.
- Increasing Fidelity's visibility and market presence through industry engagement, speaking opportunities, and strategic partnerships.
- Staying informed on industry trends and providing clients with insights that help them navigate evolving investment challenges.
The Skills and Expertise You Bring- Bachelor's degree required; MBA, CFA, or other advanced investment credentials preferred.
- 10+ years of financial services experience with a demonstrated track record of institutional investment sales and business development success.
- Deep understanding of U.S. public sector organizations, capital markets, and institutional investment solutions.
- Series 7 and 63 registrations required.
- Proven ability to engage and influence senior executives, including CIOs, CFOs, Treasurers, and Benefits leaders.
- Experience negotiating investment management agreements and managing complex, multi-stakeholder sales processes.
- Strong consultative selling, relationship management, and client development skills.
- Ability to communicate complex investment concepts clearly and effectively to both internal and external audiences.
- Strategic thinker with strong problem-solving capabilities and a growth mindset.
- Self-motivated and highly effective working independently within a remote territory.
- Passion for financial markets and delivering investment solutions that help clients achieve their objectives.
- Strong collaboration skills with the ability to partner across investment teams, research, trading, consultant relations, legal, compliance, and distribution functions.
The TeamThe Public Sales team is responsible for growing Fidelity's institutional investment management business within the public sector market. The team works closely with investment professionals, consultant relations, research, trading, and distribution partners to deliver the full breadth of Fidelity's investment capabilities to public plan sponsors and government entities.
As part of a highly collaborative and nationally distributed team, you will work with experienced professionals who are committed to helping clients address complex investment challenges while strengthening Fidelity's position as a trusted strategic partner in the institutional marketplace.
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.
The base salary range for this position is $110,000-225,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 63 - FINRA
Category:Sales
