Greater Chicago Area
I focus on the development and maintenance of wealth management, family office, and RIA relationships in the United States.
•Schedule and attend meetings and conferences in order to educate financial advisors on the firm’s products •Develop new leads and support existing clients through daily consultative outbound calls and emails •Identify new prospects through cold calling and marketing, and support management of leads through maintenance of the CRM •Assist external wholesalers in all sales and marketing related initiatives including conference calls, due diligence meetings, sales campaigns, and quarterly webinars •Analyze client portfolios to optimize the managed futures allocation and make recommendations accordingly •Update sales and marketing materials in compliance with FINRA regulations
•Cross-sold Fidelity products and services including separately managed accounts, mutual funds, and life insurance products •Provided direction to new customers by being responsive to customer needs, inquiries, and requests •Discussed financial principles and recommended solutions to clients, face-to-face and over the phone •Organized local branch seminars and ensured appropriate follow-up from these seminars to win new clients •Proactively developed new business by calling customers in Fidelity’s warm lead database •Profiled for and partnered with Account Executives on complex client business opportunities
•Introduced prospective clients to the full array of Fidelity products and services •Acted as a first point of contact in the branch and provided outstanding customer service to customers •Notified licensed representatives of potential opportunities to engage customers in additional business •Served as a quality control point to ascertain that all paperwork, policy, and procedures for customer requests were adhered to in accordance with compliance requirements