VP, Core Market Tax Exempt Product Specialist
Fidelity Investments · Remote · United States · 1d ago
Fidelity will not provide immigration sponsorship for this position.
Job Description:
This role is designed for someone who enjoys being involved in the pursuit of new logo clients in a fast-paced and unpredictable environment. If you’re energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. This role partners with our selling and support teams, supports our business development efforts with Financial Advisors and TPA’s, and builds our presence in the Tax-Exempt retirement plan marketplace. You will identify, build, and maintain strong relationships with Fidelity Account Executives, TPA’s, and Financial Advisors across half of the country. You will focus on educating teammates and outside partners on our processes and services. You will also work with internal partners and be responsible for key projects with our Tax-Exempt product, marketing, and sales support teams. Mostly, you will be supporting Account Executives win new Tax-Exempt retirement plans in the $20-100M plan marketplace. You will ensure our sales approach sets clients and Advisors up for success once on board with our solutions.
The Expertise You Have
- Bachelor’s degree required
- Series 63 and 7 required for this position
- Defined contribution, including service model, processes, and platform knowledge
- Knowledge and experience with tax-exempt recordkeeping
- Approximately 50% travel requirement
- Passion for relationship building and partnering with both internal and external parties
The Skills You Bring
- Leadership skills include coaching, mentoring, and demonstrating Fidelity’s core values in all situations
- Phenomenal presentation skills
- Proactive and Organized
- Exceptionally strong business partner with ability to collaborate and establish relationships, both internal and external
- Excellent verbal and written communication skills
- Sound business judgement – focus efforts on key priorities and leverage business partners
- Creative problem solving with an ability to combine analytical and critical thinking
- Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
- Curiosity about people, business, economics, and our product solutions
The Value You Deliver
- Acting as the Tax-Exempt subject matter expert for all Core Market sales in the $20-100M plan market
- Assisting in sales presentations - both wholesaling meetings and sales finalist presentations
- Provide feedback to Proposal Database team to improve database responses
- Providing input on new products and services based on changing Financial Advisor and TPA and new business requirements
- Other duties as assigned
The Team
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast-moving, and exciting environment. We serve the corporate and Tax-Exempt organizations of America by assessing their needs and offering creative solutions through Fidelity’s retirement plan solutions, education, and services. This role is crafted to work collaboratively with the Sales Account Executives to provide information to prospective clients and financial advisors in an effort to win new business. In this role you will have direct responsibility for working with a team of top-tier sales professionals to help bring the value of Fidelity’s Tax-Exempt retirement solutions to our Advisors, TPAs, and prospects.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.