MNC InsiderMNC Insider

Business Development Director for West Coast Territory(Texas to California)

Fidelity Investments

Business Development Director for West Coast Territory(Texas to California)

full-timePosted: Aug 3, 2026Updated: Sep 2, 2026CA Work From Home

Job Description

Job Description:NOTE: Fidelity will not provide immigration sponsorship for this position.The RoleThis role is designed to drive relationships and sales within our key strategic wirehouse firms. The majority of time will be spent with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives. There will also be considerable collaboration with our Relationship Management team and internal partners. We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. The Expertise and The Skills You BringBachelor’s Degree requiredSeries 7 and 63 requiredCIMA or CFA desiredPassion for the financial or investment management industry10 years of field sales experience, preferable engaged with the wirehouse communityProven experience managing and growing relationships with advisors, teams and centers of influence at Morgan Stanley, Merrill Lynch, Wells Fargo, and UBSDeep understanding of the needs of financial advisors and their management teams beyond productsOutstanding communication, negotiation, decision making skillsAbility to stay organized, be resourceful, and prioritize initiativesAbility to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutionsAbility to engage in and deliver valuable practice management insightsExcellent interpersonal skills that translate into stronger relationshipsCommitment to constant self-improvement and exhibit a competitive driveAbility to thrive in our fast-paced environment and enjoy being part of a strong teamHigh aptitude to learn new things quickly and adapt to new situationsEffective consultative sales and presentation skillsConsulting on a wide range of Fidelity products, tools, resources, intellectual capital and thought leadership in an effort to drive access and opportunity for our sales teams within key branches and regions.Ultimately this role will lead to more relationships, stronger relationships, and sales growth across all areas of investment product.50-75% travel required. Must be currently living within territory(Texas to California)The TeamOur Core Wealth Team with Fidelity Institutional is responsible for the distribution and promotion of Fidelity’s mutual funds, ETFs, SMAs, models, custom models, custom SMAs, and alternatives along with our practice management and thought leadership. This includes the utilization of our resources and tools including our full suite of Portfolio Construction capabilities. Within Core Wealth we provide valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. All within this team are responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities. Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.The base salary range for this position is $65,000-210,000 USD 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.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:Series 07 - FINRA, Series 63 - FINRACategory:Sales

Locations

  • CA Work From Home
  • TX Work From Home Central

Salary

65,000 - 210,000 USD / yearly

Target Your Resume for "Business Development Director for West Coast Territory(Texas to California)" , Fidelity Investments

Get personalized recommendations to optimize your resume specifically for Business Development Director for West Coast Territory(Texas to California). Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Business Development Director for West Coast Territory(Texas to California)" , Fidelity Investments

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

GeneralGeneral

Answer 10 quick questions to check your fit for Business Development Director for West Coast Territory(Texas to California) @ Fidelity Investments.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.