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VP, Planning and Advice Leader

Company: Fidelity Investments Inc.
Location: Durham
Posted on: November 19, 2021

Job Description:

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As the Planning and Advice Leader over the Sales function in our Regional Center, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For

  • Bachelor's required or Master's degree preferred
  • 10+ years of financial services experience preferably within sales
  • Series 7, 9 & 10 and 66 required The Purpose of Your Role In this role, you will work closely with the broader Personal Investing (PI) organization in the development and implementation of specific sales and marketing campaigns. In addition, you will have responsibility for the day-to-day leadership and management of multiple teams including Financial Consultants, Investment Solutions, Wealth Planners and Manage Account functions for the regional center. The Skills You Bring
    • Proven success in managing sales programs and delivering results while developing a sales culture and setting to achieve business results
    • Demonstrated experience managing planning functions
    • Ability to work seamlessly with broader VP team across 6 regional centers
    • Robust collaboration and partnering with others to support cross functional programs
    • Designing and implementing a broad vision while communicating and leading change
    • Demonstrated leadership in motivating others
    • Solid communication and interpersonal skills
    • Demonstrated personal leadership in motivating others through strong communication and interpersonal skills and application of the Operating Plan and CSS Call Models
    • SalesForce knowledge and demonstrated pipeline management The Value You Deliver You are a key leader in the Regional Center and beyond. As someone who manages, recruits, and works closely with managers and employees, team building is something you take seriously. You build and influence sales skills and knowledge through proactive mentoring and coaching. You foster partnerships across the organization and in turn add value and sales to other business units. How Your Work Impacts the Organization As Sales VP you will drive and influence strategic direction, design and implementation of national initiatives to the entire regional center. You integrate cross-site sales activities, programs and campaigns while working closely with other functions. You serve the customer by implementing customer satisfaction and service programs into the sales function. Your leadership and decisions have significant impact on the regional center's effectiveness, growth and profitability Our Investments in You We believe it is important to approach life holistically. Our benefit programs (opens in a new tab) are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
      • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women's leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. Dynamic working - post pandemic Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Company Overview At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. 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, contact the HR Leave of Absence/Accommodation Team by sending an email to--accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 2. Job Level: Vice President
        Job ID: 2021870 Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Durham , VP, Planning and Advice Leader, Executive , Durham, North Carolina

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