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Vice President, Custody Sales(District of Columbia, Maryland, Virginia Territory)
Fidelity Investments · Flexible / Remote
Publicada em 05/08/2026
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Job Description:NOTE: Fidelity will not provide immigration sponsorship for this role.The RoleAre you an experienced sales professional with a successful track record of business development? Help us bring new institutional business and relationships to the Fidelity Institutional team. In FI, we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and improving operational efficiency and profitability.The Vice President, Custody Sales, will develop new business relationships with RIAs and 'Breakaway' Advisors within FI, in the region (The DMV). You will cultivate the opportunities that exist within this region in order to acquire our business objectives.Fidelity Institutional, 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, a coordinated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. The Expertise and Skills You BringBachelor's degree10 plus years direct client and/or financial services experience in Sales or Relationship Management functionDirect experience in RIA, Custody or Brokerage industrySeries 7 and 63 registrations preferredAbility to lead a complex sales cycleExperience successfully supervising record with clients and prospects in face-to-face meetings, phone based relationships and via emailProven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and AdvisorsEffective communication skills and an approach to proactively build client interactionsMeet and exceed specified asset growth and new client goals in the assigned territoryUnderstand and effectively communicate FI's value proposition to prospects and centers of influencePartner with other Fidelity busi
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