Head of FMAX Distribution at Fidelity leading advisor sales strategy. Focusing on client growth and platform expansion through leadership in integrated sales and operational excellence.
Responsibilities
Drive advisor adoption, client growth, and platform expansion through strategic planning, performance oversight, and cross-functional alignment.
Represent FMAX at advisor conferences and industry events, articulating Fidelity’s managed solutions strategy and value proposition.
Manage client-level P&L, pricing strategy, and profitability analysis to inform growth decisions.
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