Job Description:

　　Fund and Brokerage Operations & Technology (FBOT) provides operations and technology support for Fidelity's funds and brokerage platform as well as sales, relationship management, and technology for the firm's clearing and custody business.

　　Fidelity Clearing & Custody provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks and insurance companies. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity's retail, and capital markets businesses, bringing NFS assets under administration to $3.0 trillion.

　　The Client Relationship Group (CRG) team has associates in locations across the US. The largest site concentration of associates are in Boston, MA and Westlake, TX but are also located in several other regional sites across the country. The Head of Custody Sales will be responsible for developing distribution and growing sales in the Custody channel and Family Offices. This role will lead the national sales team. This position will report directly to the Head of Client Growth.

　　The Expertise You Have

　　Bachelor's degreeSeries 7, 63 and 24 require (may be attained after hire).10-15 years Custody sales experience in the financial services industry. Strong knowledge of the RIA, Brokerage and Wirehouse markets; deep understanding of the industry, financial markets and competitive marktplace.Track record of managing a sales forecast and hitting & exceeding growth targets year over yearEnterprise sales experience including data driven decision making, sales methodology expertise and overall sales process background. It is important you have experience in complex deal structures.Prior leadership experience, in a highly dynamic & changing industry.Proven track record of developing, mentoring and motiving sales talent Excellent communication and presentation skills

　　The Skills You Bring

　　You will be responsible for developing distribution and growing sales in the Custody and Family Office channels and managing the Custody and Family Offices sales teams.You will drive sales efficiency through the implementation and management of a high functioning sales teamYou will possess a clear understanding of the sales process, sales management, and territory management and who can contribute to the success of the company and the development of the RIA sales teamYou will work closely with the custody sales team in their respective territories to develop appropriate business plans to maximize territory sales and optimize market share within their territoryYou have experience in team based selling and understand have a value based conversation with a prospects and then bring the right team together to solve problems for the prospectsYou will create distribution strategy and opportunities in Custody channel and Family Office beyond our current platformsBuilding and maintaining deep and broad relationships in RIA marketplace and serving as Fidelity representative in the channelCollaborate with Strategic Accounts, Product and key Business Partners team to improve the RIA experience and grow sales

　　The Value You Deliver

　　Developing and maintaining a highly motivated, highly productive sales team which will lead to stronger client relationships and increased salesCollaborating with internal partners and specialists to maximize the ROI with your sales team and our clients.The effective management of a sales team leading to diversification of business, growth of client relationships, and high client satisfaction

　　Certifications:

　　Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

　　Company Overview

　　Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

　　At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

　　We invite you to Find Your Fidelity at fidelitycareers.com.

　　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 Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

　　At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.