Fidelity Investments Internal ETF/Index Specialist in Westlake, Texas
You work hard every day to spread awareness and drive sales on Fidelity index mutual fund and ETF products. Our interactions help investment professionals feel more confident to implement Fidelity products into their business.
TheExpertiseWe’re Looking For
Bachelor degree or equivalent
Requires 2 years sales experience within the financial services industry; mutual fund concentration, packaged product and ETF experience
High energy, solutions oriented with a positive attitude
Demonstrates knowledge and understanding of current market conditions (i.e. tactical and secular trends)
Demonstrates the understanding of different asset classes and how they relate to and interact with each other in various, current market conditions
Demonstrates knowledge and understanding of ETF and index products.
Familiarity of the general mutual fund competitive landscape
Series 7 and 63 securities license.
ThePurposeof Your Role
As an Index/ETF Specialist, your primary focus is creating awareness and driving sales into innovative solutions at Fidelity to meet investment professionals short and long term needs. Secondarily you will play a critical role on providing subject matter expertise in the area of index mutual funds and ETF products to investment professionals. The successful candidate will be able to work in a fast paced, high energy culture of sales excellence that promotes teamwork, competitiveness, accountability and integrity.
You possess strong sales skills: probing, listening, closing and territory management
You demonstrate strong communication and prospecting skills
You have the ability to thrive in a fast-paced, team-focused environment
You are motivated to achieve success
You have a competitive, results-oriented mindset
You exhibit strong understanding of current financial markets activity
You are flexible and adaptable, you adjust quickly to change in a busy environment and are open to feedback
You possess excellent time management and organizational skills
Achieving financial, quality and activity goals in your territory
Pioneering a new focus on a growing part of the FIAM organization with ETF and Index products.
Working as a part of a team in a high paced, energetic sales environment
Developing communication and presentation skills to demonstrate and deliver Fidelity investment capabilities and solutions
Proactively contacting prospective and existing clients to educate them about Fidelity’s products (>75% of their time on index investments and ETFs), guiding clients through a sales process to uncover needs, and offering product line to fulfill those appropriate needs
Partnering with field consultant and field wholesalers to drive index mutual funds and ETF flows
Working with various internal partners that support your business to provide top-notch service to our financial advisors
Ensuring compliance with internal and external rules, policies, and procedures as well as regulatory requirements
How Your WorkImpactsthe Organization
Fidelity Institutional Asset Management (FIAM) & the Intermediary Distribution sales organization provide investment management services & support through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. FIAM’s total assets under management are over $293 billion.
The Intermediary Sales Desk is an exceptional place for employees to build a foundation for a career in the asset management industry. We have an unyielding commitment to the professional development of all associates in good standing and has created a customized program to aid and participate in the development of a long-term career with Fidelity Investments.
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 FidelityCareers.com
/ Fidelity Investments is an equal opportunity employer. /
Title: Internal ETF/Index Specialist
Requisition ID: 1801226