Prospect Development Specialist - Fidelity Family Office Services
About The Position
The Prospect Development Specialist will be responsible for marketing Fidelity Family Office Services (FFOS) to internal business partners, driving new business opportunities from these channels while supporting our Sales Executives with strategic new business wins. The PDS, will have the opportunity to think creatively about how to message the FFOS offering, manage a sales pipeline and engage directly with some of Fidelity’s most sophisticated investors. The PDS, will be an integral part of the Sales and Relationship Management teams driving new business to Fidelity Family Office Services (FFOS). FFOS provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. FFOS is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity and security. This role demands a strong business acumen, ability to think strategically and knowledge of the high net worth and platform ecosystem.
Requirements
- Bachelor’s degree required
- Series 7 + 63 registrations required
- 8 years + industry experience
- Client facing experience required
- Knowledge of Fidelity systems (Focus Point, FBSI, SalesForce) and various Fidelity business units
- Strategic, creative and marketing-like mindset
- Confident, effective communicator with ability to profile and persuasively deliver FFOS Value Prop to UHNW investors
- Ability to manage multiple projects and prioritize tasks
Nice To Haves
- Advanced degree or designation (CFP, CFA) a plus
- Business development a plus
Responsibilities
- Own and manage relationships with internal business partners (PI Phones/Branches, SPS, FCM, ERG, CGF, WI, etc.) to create new FFOS sales opportunities
- Ensure FFOS value proposition is communicated effectively and associate population understands what a profile relationship look like
- Create a repeatable cadence of communication to maintain heightened associate awareness
- Efficiently manage sales pipeline
- Profile opportunities and swiftly filter for strong prospects
- Present FFOS offering to prospects
- Close opportunities by managing through Business Acceptance and Implementation process
- Assist Regional Executives with strategic, external opportunities
- Manage and ensure that referring, internal business partners are credited when business closes
- Partner with FORGE group to foster Sales team community development
- Work closely with The Investment Collaborative and Relationship Management teams for organic business development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
