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Prospect Development Specialist

Company: Fidelity Investments
Location: Keller
Posted on: March 19, 2020

Job Description:

Job Description: We are seeking a motivated client facing professional to help support our FCCS Sales Associates in executing strategic objectives involving complex selling situations. Help us grow our institutional business and strengthen our sales results with Registered Investment Advisor (RIA) prospects within the Fidelity Clearing & Custody Solutions (FCCS) organization. The RIA Industry is one of the fastest growing segments of financial services today. In FCCS, we help our institutional clients thrive by growing their businesses, more optimally meeting client needs, and improving operational efficiency and profitability. The Team 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 Prospect Development Specialist (PDS) will play a key role on our team by helping coordinate all the logistical and project management tasks that are associated with the sales process. The primary object of the PDS is to support our Sales Associates efforts in onboarding new deals, increasing operational efficiency, project management coordination and maximizing sales marketing efforts. The Expertise We?re Looking For Bachelor?s degree 3-5 years financial services experience with client facing interactions Fidelity Clearing and Custody experience preferred Direct experience in RIA, Custody or Brokerage industry Series 7 and 63 registrations The Skills You Bring Your proven ability to organize multiple project plans concurrently involving complex sales situations A proven record of your ability to optimally problem solve. Having client operations experience is a plus Leverage your ability to be a strong communicator in both written and verbal formats Help troubleshoot inquiries that require additional research You must be able to collaborate with others and embrace being part of a team environment The Value You Deliver Supporting Sales Associates from prospecting through the lifecycle of a sale Ensuring that the accurate sales data analytics are being recorded, tracked and updated on routine basis Ability to streamline task driven processes will increase operational and sales efficiency Staying informed of critical operational updates that may impact the sales process Sharing information and collaborating with colleagues across Fidelity to leverage best practices 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com . Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales Support We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Keywords: Fidelity Investments, Keller , Prospect Development Specialist, Other , Keller, Texas

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