Robert Vines
Empowering Financial Advisors to bring success to their practices and their client goals through technology & education
- Role
- Vice President, Internal Advisory Platform Sales at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Robert Vines
Over twenty years’ experience educating and supporting advisors at RIAs, broker-dealers, and banks to leverage technology and fee-based products to maximize the potential of their own practices and of their end clients. • Excellent reputation for connecting with financial advisors and delivering an outstanding client experience, always seeking to understand the realities of how they implement technology, processes, and investment products in the execution of their business and how those needs can be met to drive mutual success.• Hires, manages, and develops team members to be self-starting, knowledgeable, independent performers and team collaborators with a strong customer focus to best support their clients. • Deep Envestnet platform experience and comfort presenting and delivering this knowledge to any audience. Regularly selected as the go-to resource to demonstrate the platform and the advisor experience for internal and external “high visibility” audiences.• Designs education geared towards making processes and knowledge simple, actionable, and relevant. Firm grasp on the “nuts and bolts” that can be overlooked when designing programs and delivering education and represents the voice of the end-user in communicating effective design. • Builds strong and collaborative relationships with internal and external partners to incorporate and influence a “big picture” view across managed account product management and development, client relationship management, sales and sales support, client configuration and launch, and operations teams.
Experience
Vice President, Internal Advisory Platform Sales
Sep 2019 — Present · Boston, MA, US
Building out and leading the internal advisory platform sales desk, a centralized, phone-based team of associates dedicated to providing managed account platform expertise to Fidelity\'s intermediary clients and driving platform adoption, education and managed accounts sales.
Education
University of Maryland
BS, Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.