🛠 Tech Stack

💼 About This Role

You'll own the Wealth Advisor Solutions partnership with Fidelity in your territory, building relationships with branch leaders and financial consultants. Your core impact is driving referral revenue goals through proactive lead identification and trusted local engagement. This role offers the chance to join a purpose-driven RIA with a strong culture and growth trajectory.

🎯 What You'll Do

• Build relationships with Fidelity Branch Leaders and Financial Consultants
• Deliver measurable results to meet referral revenue goals
• Manage referral pipeline with local client service teams
• Host and engage with Fidelity branch teams to deepen collaboration

📋 Requirements

• Four-year college degree in Finance, Business or Economics
• 3-5 years of experience in channel account management or sales
• Proficiency in Microsoft Office applications
• Excellent written and verbal communication skills

✨ Nice to Have

• Knowledge of Salesforce
• Knowledge of Fidelity Wealth Advisor Solutions

🎁 Benefits & Perks

• 🏖️ Minimum 3 weeks PTO starting Day 1
• 🏥 Fully paid medical, dental, vision for employees
• 💰 Equity ownership opportunities for every employee
• 📈 100% 401(k) match up to 3% of annual compensation
• 👶 Paid Parental leave (13 weeks birthing, 6 weeks non-birthing)