Sales and Relationship Management

Fidelity's sales and relationship management teams build strong ties with our retail and institutional customers nationwide. They educate internal and external customers about our wide range of financial products, services, benefits outsourcing, and technology offerings. Our sales associates are the voice and face of Fidelity to our customers.

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Your responsibilities may include any of the following areas:

  • Effectively collaborate with internal business partners and act as a voice for the customer
  • Maximize client relationships by assessing their business needs and offering creative solutions, education, and services
  • Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support
  • Sponsor and participate in client seminars and events to increase our customers' business
  • Attain designated business and sales goals of assets, revenue, profitability, and client satisfaction within your territory of existing customers

Qualifications desired:

  • Demonstrated problem-solving skills
  • Effective presentation, influence and negotiation skills
  • Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers
  • Strong relationship building skills with internal partners in order to gain buy-in and agreement
  • Excellent written and oral communications skills
  • Confident public speaking and presentation skills
  • Understanding of the mutual fund industry, brokerage distribution channels and industry trends

Positions related to Sales and Relationship Management include:

  • Sales and Sales Support Representatives
  • Relationship Managers
  • Product and Service Consultants
  • Account Executives
  • Investment Sales Associate

Sales & Relationship Management Area

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