Fidelity Investments VP, Portfolio Advisory Services - Westlake, TX in Westlake, Texas
The Westlake Central Leadership Team is excited to be hiring a Vice President of Portfolio Advisory Services. In this role you will have overall responsibility for leading and developing the Portfolio Advisory Services function, driving a world class customer experience, strategic planning and employee engagement and development.
Fidelity’s Portfolio Advisory Services (PAS) is a component of Fidelity Wealth Services. This group offers diversified managed accounts that can be personalized to an individual's goals and needs, like saving for retirement, reducing the impact of taxes, or generating income. Portfolio Advisory Services group operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands.
The Expertise You Have
Bachelor’s Degree or equivalent work-related experience
10 years of management experience (Sales management experience preferred)
FINRA Series 7, 63 or 66 licenses are essential; 9, 10 is highly preferred or able to obtain within 120 days
The Skills You Bring
Exhibit effective strategic thinking, negotiation, and planning skills
Possess a proven track record of success in associate development and business results
Exceptional communication, interpersonal, and organizational skills
Demonstrated leadership, relationship building and client management skills
The Value You Deliver
Contribute to the development, communication and execution of business goals.
Communicate key concepts/areas (business results, operations, quality, and the customer experience) and how they affect the business in both the short and long-term.
Drive complex and specialized projects involving multiple constraints where analysis of data requires a review of factors and the development of solutions.
Create a culture where employees feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency.
Develop in-depth knowledge of Fidelity and PWI products, service capabilities, and positioning in order to effectively guide daily operations.
Drive accountability for results through policies/procedures, risk management, staffing, and other business processes and identify opportunities for business improvement.
Prioritize staff workload and manage expenses, productivity, and quality.
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. /
Job: *Sales & Relationship Management
Title: VP, Portfolio Advisory Services - Westlake, TX
Requisition ID: 1815670