VP - Personalized Planning & Advice Sales- NATIONAL/REMOTE LOCATION
Fidelity Investments, Boston, MA, United States
Job Description:
Personalized Planning & Advice Strategic Market Account Executive (AE) will lead acquisition efforts with clients/prospects in the Strategic and Tax Exempt Market (TEM) Strategic Markets.
Role is National and will require travel (~25%).
#Remote
Emphasis is on effective sales process and territory management. Role will sell Managed Account capabilities to both existing DC clients (through Relationship Managers) and alongside other AE's to new logo prospects.
The Role
As a Managed Account Strategic Market Account Executive, you will be responsible for prospecting and advancing opportunities. You will lead pursuits and be responsible for developing and maintaining strong relationships internally and externally.
The Expertise You Have
15+ years institutional sales or client-facing experience required.
Deep defined contribution experience required.
Strategic Market experience preferred.
Managed Account experience preferred
NASD Series7 and 63 required.
College degree required.
The Skills You Bring
Ability to comprehend and conceptualize prospect needs / interests and devise effective strategies
Critical listening, questioning and communication skills (written and verbal)
Relationship selling skills (B2B client and external consultant)
Ability to sustain the complex sale and longer institutional sales cycle (typically 2+ months).
Complex and competitive fee and contract negotiation
Demonstrated product and service subject matter expertise
Ability to coordinate RFP process working with internal partners and consultants
Exceptional prioritization, time management and organizational skills.
The Value You Deliver
AUA (assets under administration) start up sales.
Conversion of existing managed account asset sales
Deal strategy development
Real Deal Prep Process
Finals preparation and presentation
Post Finals advancing and closing strategy / execution.
Coverage and activity requirements (calls, emails, meetings, LinkedIn)
Salesforce.com reporting and forecasting
Consultant relationships
Internal business partner leadership and collaboration
Efficient hand-offs to Implementation.
Compliance with WI Finance pricing, risk and policies
Adherence to FINRA / other sales practice and other requirements
FINRA licensing
The Team
You will help Fidelity and WI grow through the acquisition of new managed account clients, assets and multi-product relationships. AEs also help retain existing clients merging with other organizations.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
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 all business days of every other week in a Fidelity office.
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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 accommodations@fmr.com.
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