VP, Core Market Tax Exempt Product Specialist

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.

Certifications:

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Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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Bachelor's degree required; Series 63 and 7 required; defined contribution and tax-exempt recordkeeping knowledge; approximately 50% travel; strong relationship building and presentation skills.

Key Responsibilities

• building relationships
• supporting sales
• educating partners

Job Details

• Category: Sales
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — Utah or Illinois or Texas
• Salary: USD 118,000 – 226,000 / year
• Languages: English

Benefits

• Generous paid time off
• Tuition reimbursement
• Retirement plan
• Generous parental leave

About Fidelity Investments

A privately held financial services company providing investment management, retirement planning, and related services. — Industry: Finance