Vice President, Custody Sales Vice President, Custody Sales …

Fidelity Investments
in Fort Worth, TX, United States
Permanent, Full time
Be the first to apply
Fidelity Investments
in Fort Worth, TX, United States
Permanent, Full time
Be the first to apply
Vice President, Custody Sales
Job Description:

Are you an experienced sales professional with a successful track record of business development? Help us bring new institutional business and relationships to the Fidelity Clearing & Custody Solutions (FCCS) team. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability.

The Vice President will develop new business relationships with RIAs and 'Breakaway' Advisors for Fidelity Clearing & Custody Solutions in the region. You will cultivate the opportunities that exist within this region in order to obtain our business objectives.

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.

The Expertise You Have
  • Bachelor's degree
  • 10+ years direct client and/or financial services experience in Sales or Relationship Management function
  • Direct experience in RIA, Custody or Brokerage industry
  • Series 7 and 63 registrations

The Skills You Bring
  • Your proven ability to manage a complex sales cycle
  • You have a successful track record with clients and prospects in face-to-face meetings, phone based relationships and via email
  • Proven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
  • You have effective communication skills and an approach to proactively create client interactions

The Value You Deliver
  • Meet and exceed specified asset growth and new client goals in the assigned territory
  • Understand and effectively communicate FCCS' value proposition to prospects and centers of influence
  • Partner with other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects
  • Develop an understanding of the prospects business through profiling and determine if FCCS' products and services can add value to the prospects business
  • Partner with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships
  • Understand and utilize pricing model for profitability
  • Leverage deep domain expertise in the RIA business and Fidelity's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares


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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
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