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Fidelity InvestmentsFI

Vice President - Account Executive

Fidelity Investments is a major financial services firm that provides a wide range of products including mutual funds, retirement services, and financial planning, helping millions achieve their financial goals.

Fidelity Investments

Employee count: 5000+

Salary: 100k-120k USD

Canada only

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Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Locations: This position is remote with preference to have someone reside out of AZ, CA, CO, NV, TX or UT.

Fidelity Stock Transfer is looking for a Vice President, Account Executive to cover the Central territory of a quickly growing business. Fidelity Stock Transfer is focused on partnering with the next generation of category defining companies by acting as their transfer agent. They will collaborate closely with existing relationships a company has with Fidelity as well as build their own relationships – both with existing publicly traded companies and private companies that are preparing to go public. They will also build awareness of our value proposition with the law firms that support them, and the venture capital and private equity firms that invest in them.

What is a Transfer Agent?

A transfer agent is a regulatory requirement for all publicly traded companies. Transfer agents keep track of who owns the company’s securities and handle the administrative aspects of those ownership changes along with issuing or cancelling shares.

The Expertise You Have

  • Demonstrated record of enterprise sales success

  • Extensive experience in managing and tracking sales processes from lead to close

  • Knowledge of how the venture capital, private equity and capital markets system works and can quickly pick up the regulations, competitive landscapes, technology, and current trends

The Skills You Bring

  • Extremely clear written and verbal communication

  • Demonstrated ability to run consistent repeatable sales processes

  • Exceptional analytical and critical thinking

  • Client-facing consultation and outstanding listening skills to understand need

  • Comfort with the ambiguity that comes with being an early sales hire for a business

The Value You Deliver

  • Ability through research and asking the right questions to clearly understand a prospective client’s needs and to understand who the ‘right’ client is

  • Exhibit outstanding emotional intelligence and interest in others

  • Methodically tailor demonstrations to the needs of the client

This job is remote and will involve travelling 40% of the time for both client facing and internal meetings.

The Team

This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures.

Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.

The base salary range for this position is $100,000 - $120,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Sales

About the job

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Job type

Full Time

Experience level

Salary

Salary: 100k-120k USD

Location requirements

Hiring timezones

Canada +/- 0 hours

About Fidelity Investments

Learn more about Fidelity Investments and their company culture.

View company profile

Fidelity Investments is a leading financial services corporation that plays a pivotal role in enhancing the financial well-being of millions of individuals and organizations. Our customers face an array of challenges, from navigating the complexity of retirement planning to managing their investments for a secure financial future. That is why we are committed to providing an extensive suite of products and services tailored to meet their evolving needs. Whether it's through comprehensive financial planning, retirement services, or brokerage solutions, we empower our clients by offering innovative tools and expert guidance.

Our wealth management services enable customers to work closely with dedicated advisors to create customized strategies aimed at wealth growth and protection. With over 76,000 associates and a global presence spanning across North America, Europe, Asia, and Australia, Fidelity Investments continually challenges the status quo by leveraging technology and innovation to deliver superior customer experiences. Our dedication extends beyond mere investment; we strive to foster long-term relationships built on trust and transparency.

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