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Vice President Money Market Wholesaler

Atlanta, GA

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Vice President – Money Market Wholesaler
Are you a passionate and self-motivated individual with a successful track record in sales? If so, continue to build your career with us! The Fidelity Institutional Asset Management (FIAM) distribution team is a collaborative, competitive, fast paced and exciting environment.
The Expertise We’re Looking For
Bachelor’s degree required
Series 7 and 63 licenses required
CFA charterholder or progress towards CFA preferred
5 years of experience in the financial services industry
5 years of successful institutional sales and/or field sales experience (preferably in the Money Market fund industry)
The Purpose of Your Role
This individual will be a member of the Fidelity Liquidity Management Solution (FILMS) distribution team. Our mission is to be a trusted investment solution provider for our clients through the delivery of effective liquidity management solutions, relevant market and business insights, and a relentless focus on superior client service. This Field Wholesaler position is responsible for delivering Fidelity’s value proposition to Intermediary clients/prospects located throughout the Eastern half of the United States, focused on the South and Southeast regions.
The Skills You Bring
Successful candidate must demonstrate comprehensive knowledge of liquidity management products
Must demonstrate both successful sales track record and territory management experience
Position requires significant (60 - 80%) travel and the ability to work effectively from home office
Requires investment industry expertise, client business knowledge, and understanding of competitor strategies, strengths and vulnerabilities
Must demonstrate excellent presentation, communication and listening skills
Must possess excellent time management, organizational skills, and computer literacy
The Value You Deliver
Meet/exceed specified asset growth goals in the assigned territory for Fidelity Institutional Liquidity funds
Meet/exceed activity goals associated with existing client maintenance and growth, and prospecting for new business opportunities
Cover all relationships in assigned territory in an efficient and cost-effective manner
Conduct on-going, proactive activities, including frequent client visits, frequent telephone contact, regular client entertainment, formal presentations and proposals
Must routinely collaborate with FILMS Sales/Relationship Managers, Inside Sales, Marketing, Product Management, etc. to maximize client sales coverage, support, and drive sales results
Partner with regional directors within the FIAM Core Wealth division to provide liquidity specialist support to enhance FA relationships with Fidelity and increase liquidity product distribution
How Your Work Impacts the Organization
Fidelity Institutional Asset Management (FIAM) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. Within FIAM, the Fidelity Liquidity Management Solution (FILMS) team is dedicated to providing clients and prospects with a comprehensive set of solutions including government, municipal, and prime money market funds, as well as, conservative income bond funds.
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. /
*Sales & Relationship Management
Vice President – Money Market Wholesaler
Requisition ID:
Other Locations:
US-TX-Dallas, US-NC-Charlotte - Investor Center, US-TX-Westlake, US-TX-Houston Memorial - Investor Center
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