VP, Solution Architect- Retirement Services Retention
Job Description:
Job Title: VP, Solutions Architect
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role works closely with Retention Executives to retain our largest corporate clients in support of WI sales and retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the rebid process.
This role relies heavily on your knowledge of Fidelity’s products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.
The Expertise and Skills You Bring
- Defined Contribution and Defined Benefit expertise required
- Health & Welfare expertise desirable
- Bachelor’s degree, minimum; Master's degree preferred
- Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable
- Series 7 and 63 required (can be acquired in role)
- Approximately 50% travel requirement
- Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations
- Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions
- Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward
- Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills
- Industry/competitor knowledge and ongoing student of the business
- Strategic analysis of clients to identify potential administrative concerns which may require custom solutions and/or exception management
- Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements
- Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps
- Providing subject matter expertise on retirement and benefit issues during the sales and rebid process
- Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations
- Collaborating with clients and representing the Fidelity value proposition as part of the broader solution offering.
- Catalyzing change within the team and business unit with an eye for customer needs
- Providing real time market feedback to product, systems, and marketing organizations
The Team
Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.
The base salary range for this position is $130,000 - $190,000 per year.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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.