Prospect Development Specialist - Fidelity Family Office Services

Job description

Job Description: Role The Prospect Development Specialist will be responsible for marketing Fidelity Family Office Services (FFOS) to internal business partners, driving new business opportunities from these channels while supporting our Sales Executives with strategic new business wins. The PDS, will have the opportunity to think creatively about how to message the FFOS offering, manage a sales pipeline and engage directly with some of Fidelity’s most sophisticated investors. Role Objectives: Internal Channel Development: Own and manage relationships with internal business partners (PI Phones/Branches, SPS, FCM, ERG, CGF, WI, etc.) to create new FFOS sales opportunities Ensure FFOS value proposition is communicated effectively and associate population understands what a profile relationship look like Create a repeatable cadence of communication to maintain heightened associate awareness Efficiently manage sales pipeline: Profile opportunities and swiftly filter for strong prospects Present FFOS offering to prospects: Close opportunities by managing through Business Acceptance and Implementation process Strategic Project Work: Assist Regional Executives with strategic, external opp...