Regional Director – Raleigh-Durham, North Carolina Territory
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Fidelity Regional Director driving investment-product sales among Raleigh-Durham financial advisors. Providing market insight, portfolio guidance, and client-facing distribution support.
Responsibilities:
- Consult on Fidelity products, investment perspectives, and financial markets to assist clients with investing goals
- Collaborate with internal partners and specialists to service financial professionals and create additional partnership opportunities
- Support and drive sales through Registered Investment Advisors
- Provide market insight, portfolio construction guidance, and investment product solutions to financial advisors and their firms
- Make in-person sales calls
- Partner with internal partners and specialist teams to drive new business, retain assets, and grow market share
- Represent Fidelity Institutional Core Wealth distribution team across the Eastern Carolinas territory
Requirements:
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- Passion for the financial services industry
- 5 years of field sales experience, working within financial services highly preferred
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
- Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, SMAs, Direct Indexing, and Alternative Investments
- Excellent interpersonal skills that translate into a positive client experience
- Passion for sales and the ability to uncover and qualify new opportunities
- Commitment to constant self-improvement and exhibit a competitive drive
- Ability to thrive in our fast-paced environment and enjoy being part of a strong team
- High aptitude to learn new things quickly and adapt to new situations
- Effective consultative sales and presentation skills
- Must live within the designated Raleigh-Durham territory
- Must live and work from home in the designated territory
- Fidelity will not provide immigration sponsorship for this position
Benefits:
- Growth and development opportunities
- Professional growth and long-term expanded career upside
Similar Jobs
Director, Business Value Services – Public Sector, Higher Education
Salesforce director helping government, education, and nonprofit customers quantify ROI and mission impact. Building business cases and value narratives to accelerate enterprise sales.
Director, State Government Affairs
Government affairs director shaping Illinois legislation and regulation for AbbVie, a pharmaceutical innovator. Leading lobbying, stakeholder alliances, site selection, and policy advocacy.
Director, Infrastructure
Infrastructure Director leading IT systems for Whip Media’s AI-native streaming-content platform. Overseeing cloud, network, server, storage, security, projects, and infrastructure teams.
Professional Relations Director
Professional Relations Director advancing ZOLL’s cardiac medical-device partnerships and clinician engagement. Leading KOL programs, professional education, clinical insights, and cardiology conference initiatives.
Senior Director, Partner Technical Managers – Americas
Leading Everpure’s Americas Partner Technical Managers organization for a data-platform company. Building partner practices, pipeline, franchise accounts and outcome-driven technical capabilities.
Director, Customer Solutions & Success
Director leading global customer solutions and success for Ookla’s connectivity intelligence business. Scaling customer-facing teams and driving retention, expansion, advocacy, and value realization.
Associate Director – Deliverable Management
Associate Director managing milestone systems and deliverables for FHI 360’s multi-country global health programs. Coordinating HQ, country, finance, and project teams under fixed amount awards.
Director, Employment Law
Employment law director leading California and multi-state compliance for LaserAway, the nation’s leader in aesthetic dermatology. Managing litigation, accommodations, wage-and-hour strategy, and HR compliance.
Managing Director, Development
Managing Director leading fundraising, donor relations, and revenue strategy for Climate Power’s climate communications organization. Building development teams and advancing clean energy and climate advocacy narratives.
Global Director – GSI, Strategic Alliance
Global alliance director expanding NetBrain’s no-code network automation through strategic GSI partnerships. Building co-sell, managed-service, and recurring-revenue programs with enterprise partners.
Government Affairs Senior Director
Government Affairs Senior Director shaping public policy for DaVita, a national dialysis and healthcare company. Advancing government affairs objectives within its community-focused healthcare organization.
Commercial Director
Commercial Director leading contracting, procurement, and supply chain for KoBold Metals’ Zambia copper mine development. Managing major-project commercial strategy, contracts, logistics, and local content.
Senior Director, Head Launch Excellence
Senior Director building Amgen’s global Launch Excellence capability for biopharmaceutical launches. Leading launch governance, readiness standards, AI-enabled workflows and the India Capability Center team.
Managing Director, Market Intelligence Services
Managing Director leading OPEN MINDS healthcare market intelligence and executive education services. Owning strategy, P&L, editorial production, events, and executive teams.
Director, Cardiac Surgery
Director leading cardiac surgery strategy and ecosystem growth for Intuitive’s robotic-assisted surgery business. Scaling distributor programs, Centers of Excellence, and global clinical partnerships.
Director, Cardiac Surgery
Director scaling Intuitive’s robotic-assisted cardiac surgery ecosystem across Europe. Developing distributor capabilities, Centers of Excellence, and global cardiac partnerships.
Director, Pricing – Digital
Digital pricing director owning MoneyGram Online’s global remittance pricing strategy. Optimizing revenue, margins, experimentation, and customer value across international corridors.
Director, Global Facilities
Director leading Kraken Robotics' global facilities strategy across offices, manufacturing sites, and warehouses. Overseeing capital projects, real estate, operational readiness, compliance, and global fleet management.
Associate Director, Thought Leader Liaison
Regeneron oncology liaison engaging U.S. thought leaders across the Northeast and Great Lakes. Supporting NSCLC marketing strategy, speaker programs, advisory boards, and regional execution.
Impact Team Director – Rooms
Task Force Director of Rooms overseeing front office, housekeeping, and guest services. Driving hotel performance, guest satisfaction, team development, and financial results for Crescent Hotels & Resorts.