Business Development Director

skillventory - A Leading Talent Research Firm

Business Development Director cultivating strategic relationships and driving sales for Fidelity's investment products. Collaborating with key stakeholders in the wirehouse community.

Posted 6/19/2026full-timeRemote • 🇺🇸 United StatesLead💰 $65,000 - $210,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

field sales experiencerelationship managementpractice managementcapital marketsinvestment perspectivesMutual Fundsmodel portfoliosETFsSMAsalternative investments

Soft Skills

communication skillsnegotiation skillsdecision making skillsorganizational skillsresourcefulnessprioritizationinterpersonal skillsself-improvementcompetitive driveadaptability

Certifications & Qualifications

Bachelor's DegreeSeries 7Series 63CIMACFA

Industry Keywords

wirehouse communityfinancial advisorscenters of influencesales growthinvestment productsretirement solutionsMorgan StanleyMerrill LynchWells FargoUBS

About the role

Key responsibilities & impact

drive relationships and sales within our key strategic wirehouse firms
spend the majority of time with COIs, large complexes and branches, private wealth teams and Regional Directors
drive thought leadership, practice management, capital markets and investment perspectives
collaborate with our Relationship Management team and internal partners
lead to more relationships, stronger relationships, and sales growth across all areas of investment product

Requirements

What you’ll need

Bachelor’s Degree required
Series 7 and 63 required
CIMA or CFA desired
10 years of field sales experience, preferable engaged with the wirehouse community
Proven experience managing and growing relationships with advisors, teams and centers of influence at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS
Deep understanding of the needs of financial advisors and their management teams beyond products
Outstanding communication, negotiation, decision making skills
Ability to stay organized, be resourceful, and prioritize initiatives
Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
Ability to engage in and deliver valuable practice management insights
Excellent interpersonal skills that translate into stronger relationships
Commitment to constant self-improvement and exhibit a competitive drive
Ability to thrive in our fast-paced environment and enjoy being part of a strong team
High aptitude to learn new things quickly and adapt to new situations
Effective consultative sales and presentation skills

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career