Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Financial Consultant Program - Relationship Manager - Mountain View, CA

Expired Job

Fidelity Mountain View , CA 94035

Posted 4 months ago

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise We're Looking For

  • A college degree is encouraged yet not required

  • 1-3 years in financial services with an emphasis in customer service

  • Sales experience and knowledge of the financial markets and products

  • Strong social skills and the ability to deliver highly personalized service to each client

  • Thrive in a compliance driven, dynamic, and deadline driven environment

  • Ability to think creatively and be comfortable making decisions

  • A series 7 and series 63 license that are current and in good standing

  • You will obtain a series 65 license within 90 days of hire

The Purpose of Your Role

The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind.

The Skills You Bring

  • You are able to drive targeted appointments that improve engagement with clients

  • You give specialized service and standout experiences to your clients

  • You are sales focused and knowledgeable about financial planning

  • You are known for your excellent communication skills both written and verbal

  • You have a vested interest in being an advocate for your clients

  • You are professional with a polished communication style compatible with high net worth clientele

The Value You Deliver

  • You are key to the Fidelity relationship strategy

  • Deepening client relationships through long term mentorship

  • Collaborating with the Relationship Manager team company wide

  • Being responsible for the client contact strategy

  • Building long-lasting meaningful relationships with clients

How Your Work Impacts the Organization

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.

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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Enterprise Sales Director Financial Services Mountain View

Datavisor

Posted 6 days ago

VIEW JOBS 12/11/2018 12:00:00 AM 2019-03-11T00:00 <p>DataVisor is a next generation security company that utilizes industry leading unsupervised machine learning to detect fraudulent activity for financial transactions, mobile user acquisition, social networks, commerce and money laundering. Our solution is used by some of the largest internet properties in the world, including Yelp, Pinterest, Momo, and IGG, to protect them from the ever-increasing risk of fraud. Our award-winning software is powered by a team of world-class experts in big data, security, and scalable infrastructure. Our culture is open, positive, collaborative, and results driven. Come join us!</p><p>Do you want to work for DataVisor, to help deliver customized, optimally tuned anti-fraud and anti-abuse solutions with the best technology and results in the industry? We’re a company that has the foremost experts in unsupervised advanced analytics, defensible technology with six patents pending, and industry leading customers, which has led to strong financing from top venture firms including NEA, Sequoia China, GSR and Genesis Capital. </p><p>We are currently seeking an Enterprise Sales Director or our Mountain View, CA headquarters office. DataVisor Sales Execs are responsible for selling DataVisor’s unsupervised analytics platform for financial crime and malicious behavior detection into top banking and financial services leaders. The position will report to the Head of Sales.</p><p>Responsibilities:<br></p><ul> <li>Exceed annual sales targets</li> <li>Develop an Enterprise Account Plan for strategic accounts within a given territory, then drive the execution of that plan to success</li> <li>Engage with C-level prospects to position DataVisor’s strategic value proposition</li> <li>Provide proactive, trusted thought leadership to target accounts</li> <li>Orchestrate client and internal teams to collaboratively outline the value that DataVisor will deliver and the investments the client will need to make to ensure success</li> <li>Create and execute Field Sales Campaigns to create demand</li> <li>Develop and deliver world-class Executive Sales proposals to C-level prospects</li> <li>Maintain the system of record in Salesforce.com</li> <li>Engage with C-level prospects to position DataVisor’s strategic value proposition and drive deals to closure</li> </ul><p><strong>Requirements</strong></p><ul> <li>Minimum 5+ years selling in selling to B2B SaaS and Enterprise executives in banking and financial services organizations</li> <li>Must have success with closing deals that are $250k and bigger</li> <li>The eligible candidate should be able to demonstrate a successful career with extensive direct sales and business development experience.</li> <li>Consistent track record of achieving / exceeding sales quota (on premise and SaaS)</li> <li>Strong executive presence – very comfortable with C-level executives, especially CFOs</li> <li>Expertise in managing multi-stakeholder sales cycles and closing large deals</li> <li>Ability to prospect within greenfield accounts</li> <li>Organized and specific experience with enterprise account planning</li> <li>Focused on selling business value to Banking and Financial Services stakeholders using ROI and TCO models, rather than competing on “features &amp; functions”</li> <li>Ability to identify strategic client pains and develop unique and compelling value propositions that focus on delivering business value to the client</li> <li>Equally successful at engaging with all levels in an organization (bottom up &amp; top down)</li> <li>Assertive, passionate, consultative; loves to compete and win</li> <li>Great at building relationships and working within a team-selling environment</li> <li>Excellent oral and written communication skills</li> <li>Experience with selling SaaS solution</li> <li>Must be able to work in a fast paced, entrepreneurial and passionate environment</li> <li>Bachelor Degree or equivalent experience required</li> </ul><p><strong>Benefits</strong></p><ul><li>We offer a flexible schedule with competitive pay, equity participation and health benefits, along with catered lunch, company off-sites, and game nights, as well as the opportunity to work with a world class team.</li></ul> Datavisor Mountain View CA

Financial Consultant Program - Relationship Manager - Mountain View, CA

Expired Job

Fidelity