Vice President, Head of Advisor Sales

The Role 

 
As the Head of FMAX Advisor Sales you will be responsible for leading the development and execution of advisor adoption and retention strategies with emphasis on organic growth and AUM, including the implementation and execution of a segmentation and coverage strategy. Additionally, you will be tasked with developing and implementing a data informed, integrated and disciplined sales management process. This includes setting goals and KPIs, creating account plans, maintaining consistent scorecard tracking, flash reporting, and business reviews to monitor team performance and drive accountability.​ A key enabler for success will be your ability to work across the organization with business partners to execute on the strategies. 

The Expertise and Skills You Bring 

• Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus. 

• Series 7 & 63 licenses required (pass within 90 days) 

• 15+ years of financial services experience 

• Lead and manage the FMAX Field and Desk Sales teams to drive advisor adoption, organic growth, and managed product penetration across RIA and BD segments through strategic territory planning and high-quality client engagement.​ 

• Establish and execute team-level success strategies by promoting Fidelity’s managed solutions with FMAX IC referrals and leads, ensuring effective territory management, and converting interactions into sales outcomes.​ 

• Establish and maintain productive operating model with Premier partners and other asset managers. ​ 

• Build and maintain strong engagement and partnership with key stakeholders to drive coordinated execution.​ 

• Serve as a main stage speaker at advisor conferences, representing FMAX and Fidelity’s managed solutions strategy.​ 

• Develop and upskill team members through coaching, training, and performance management—ensuring continuous improvement and readiness across the sales organization. 

• 60% regional and national travel required

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

The Team 

We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!