Vice President, Account Executive

Fidelity Stock Transfer is looking for a Vice President, Account Executive to cover the West Coast territory of a quickly growing business. They will collaborate closely with existing relationships a company has with Fidelity as well as build their own relationships – both with existing publicly traded companies and private companies that are preparing to go public. They will also build awareness of our value proposition with the law firms that support them, and the venture capital and private equity firms that invest in them.

What is a Transfer Agent?

A transfer agent is a regulatory requirement for all publicly traded companies. Transfer agents keep track of who owns the company’s securities and handle the administrative aspects of those ownership changes along with issuing or cancelling shares. Fidelity Stock Transfer is focused on partnering with the next generation of category defining companies by acting as their transfer agent.

The Expertise You Have

• Demonstrated track record of enterprise sales success

• Extensive experience in managing a sales process from lead to close.

• You know how the venture capital, private equity and capital markets system works and can quickly pick up the regulations, competitive landscapes, technology, and current trends.

The Skills You Bring

• Extremely clear written and verbal communication with strong attention to detail

• Demonstrated ability to run consistent repeatable sales processes

• Exceptional analytical and critical thinking

• Client-facing consultation and outstanding listening skills to understand needs.

• Comfort with the ambiguity that comes with being an early sales hire for a business

The Value You Deliver

• Ability through research and asking the right questions to clearly understand a prospective client’s needs and to understand who the ‘right’ client is.

• Exhibit outstanding emotional intelligence and interest in others.

This job is remote and will involve traveling 40% of the time for both client facing and internal meetings.
 

* Fidelity is not providing immigration sponsorship for this position

The Team
This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures.

Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.