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Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThe Inside Sales Representative plays a vital role in supporting the Texas Dealer network by generating retail sales, driving compact equipment growth, and expanding JCB’s market share. This position is responsible for building and maintaining strong customer relationships, partnering closely with dealer representatives, and actively contributing to revenue growth through proactive engagement and business development efforts.Position Type: Full Time, Exempt&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities• Collaborate with dealer sales teams to support equipment sales and customer retention.&nbsp;• Conduct virtual equipment demos and product presentations.&nbsp;• Manage CRM database to ensure accurate tracking of prospects and opportunities.&nbsp;• Provide timely and accurate quotes to customers and dealer partners.&nbsp;• Achieve monthly and quarterly sales targets.&nbsp;• Respond promptly to customer inquiries and follow up on leads.&nbsp;• Stay up to date on product knowledge and market trends.&nbsp;• Provide weekly reporting on sales activity and pipeline.&nbsp;• Support sales campaigns and promotional activities.&nbsp;Minimum Qualifications • High school diploma or equivalent required; associate’s or bachelor’s degree preferred.&nbsp;• Minimum 2 years of inside sales or related experience.&nbsp;• Previous experience in a retail, serving, or call center environment is highly valued, demonstrating strong interpersonal skills and the ability to thrive in customer-facing roles.• Strong verbal and written communication skills.&nbsp;• Proficiency in CRM tools (e.g., Salesforce).&nbsp;• Ability to work independently and in a fast-paced environment.&nbsp;Preferred Qualifications• Experience in equipment, machinery, or construction sales. • Bachelor’s degree in Business, Marketing, or related field. • Familiarity with the Texas equipment market. • Strong technical aptitude or understanding of heavy equipment. • Track record of exceeding sales targets. Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proven track record of exceeding inside sales targets</li><li>Advanced proficiency in Microsoft Office applications for sales reporting and communication</li><li>Comfortable working in a dynamic, office-based team environment</li><li>Strong technical aptitude, especially with CRM and sales enablement tools</li><li>Exceptional customer service orientation and adaptability</li><li>High energy and motivation to achieve and surpass goals</li><li>Excellent follow-up, organisational, and time management skills</li><li>Polished, professional communication style for virtual meetings and client interactions</li><li>Willingness to participate in ongoing product training and occasional in-person events</li><li>Demonstrated commitment to learning and professional growth in inside sales</li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Regularly required to sit at a desk for extended periods</li><li>Use hands for typing and handling digital equipment</li><li>Engage in frequent communication via phone or video calls</li><li>Interact with clients and team members using various online platforms</li><li>Reach with hands and arms as needed</li><li>Communicate clearly, both verbally and in writing</li><li>Occasionally required to stand, walk, or move within the office</li><li>May need to lift and move objects up to 10 pounds (e.g., sales materials or promotional items)</li><li>Specific vision abilities required: close vision for reading documents and screens, distance vision for presentations, depth perception, and the ability to adjust focus for virtual environments</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

Inside Sales Representative - San Antonio 

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThis position is responsible for increasing call activity and relationship building in line with equipment decision-making for designated National Account customers. This position is also responsible for helping achieve sales target in assigned APR based on the Five-Year Plan. This position is responsible for covering the assigned territory. Territory consists of&nbsp;Wisconsin, Illinois, Michigan, Indiana, and Ohio. Position Type: Full Time, Exempt&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Generate retail sales from national rental branches in assigned area of primary responsibility</li><li>Conduct training and demonstrations as required</li><li>“Cold call” canvas new/potential rental house customers as appropriate</li><li>Guide/direct with Regional Sales Manager’s call strategy on ARA rental houses through JCB dealers</li><li>Provide JCB North America headquarters with competitive intelligence from assigned area of primary responsibility</li><li>Forecast, track and report rental activities to management</li><li>Continually identify area of opportunity and develop strategies to improve revenue and overall profitability</li><li>Understand the key performance indicators that leverage our rental customer’s business</li><li>Field based with travel as required in support of team projects, KPI’s and/or development of assigned accounts</li><li>Maintain and up-to-date understanding of JCB products to facilitate sales efforts that affect target markets</li></ul>Minimum Qualifications <ul><li>Bachelor’s degree in business or related field</li><li>Five plus years of relevant sales experience in the industry</li><li>Demonstrated success with meeting sales targets and goals</li><li>Must pass any drug screens, background checks and any pre-employments tests as applicable.</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be open to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

Regional Sales Manager - Mid Central 

<h4>Company Profile</h4>TriStar JCB is the JCB dealer for Tennessee, with a strong commitment to provide the best products and customer support in the market. We are investing in our workforce and offering a highly competitive compensation and benefit program to ambitious candidates who possess the desire and mentality to excel at both the personal and professional levels. TriStar JCB is an authorized dealer for JCB construction equipment including compact track loaders, skid steer loaders, rough terrain forklifts, backhoes, wheel loaders, excavators, telehandlers, and aerial equipment, among others.Position SummaryTriStar JCB currently has an opening for an Inside Sales Representative to support our machine sales coverage. This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale and promotion of products and services offered by TriStar JCB. From our main office, the Inside Sales Representative will serve as the primary liaison between TriStar JCB and the customer.Position Type: Full Time, Exempt&nbsp;Qualifications<ul><li>At least 2 years of inside sales support, and/or parts/service sales experience preferably in the equipment sales or rental industry.</li><li>Proven experience in inside sales, preferably in the equipment industry</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul>Responsibilities<ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul>TriStar JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

TriStar JCB - Inside Sales Representative 

Brand: Trail Blazers Category: Tickets &amp; Premium Department: Tickets &amp; Premium Job Type: Full-Time Date Posted: Dec 12, 2025DescriptionBecome a part of the team behind the team. As employees of the Portland Trail Blazers at the Rose Quarter,&nbsp;we do more than basketball. We are blazing trails toward winning championships on and off the court.&nbsp;We are pioneers and innovators. We look for people who push boundaries, who dream, who&nbsp;are committed to&nbsp;inclusivity – who&nbsp;want to&nbsp;contribute to&nbsp;Rip City!We’re looking for an innovative sales professional to join our team as our Season Sales Account Executive. In this role, you will meet and exceed revenue goals through face-to-face sales appointments with local businesses and Blazers fans, selling Full, Half and Quarter Season ticket memberships, as well as suite licenses, suite rentals, and corporate group outings.&nbsp; You will also spend a significant amount of time prospecting, engaging with potential clients, and building relationships both inside and outside the office.Our ideal candidate is a proactive self-starter with a positive attitude and a natural ability to connect with others. We’re looking for someone who is comfortable driving sales through phone interactions and face-to-face meetings.&nbsp; While ticket sales experience is a plus, we’re looking for people with drive, effort, and a willingness to learn.&nbsp; If you’re passionate about connecting with people, building relationships, and exceeding sales targets, we want to hear from you!&nbsp;DAY-TO-DAY:<ul><li>Generate sales by setting appointments and engagements with prospective businesses and Trail Blazers customers to produce new sales revenue. </li><li>Use prospecting tools to self-generate new business prospects on a weekly basis. </li><li>Meet &amp; exceed daily effort metrics through call, email, text &amp; appointment setting activity.</li><li>Achieve quarterly and yearly revenue targets encompassing Season Ticket Memberships, Partial Plans, Group Tickets, Premium Seating and other Trail Blazers Ticket Packages..</li><li>Manage current accounts to ensure execution of sales.</li><li>Represent the organization at home games, sales events, and networking functions to connect with prospects face to face.</li><li>Establish relationships and working closely with Ticket Services and Ticket Operations.</li><li>Participate in sales training sessions and pipeline meetings to develop skills and refine strategies for success.</li><li>Accurately and promptly log sales activities in CRM. &nbsp;</li></ul>WE’D LIKE TO HEAR FROM YOU IF YOU:<ul><li>Have at least one (1) year of proven sales experience, consistently achieving and sustaining sales targets. </li><li>Are self-motivated while exercising independence in achieving results within company guidelines and processes.</li><li>Are highly organized and detail-oriented.&nbsp;</li><li>Are a creative thinker with the ability to analyze situations and problem-solve quickly.</li><li>Are comfortable selling five- and six-figure deals in the professional sports, collegiate sports, or entertainment industry, prior experience in this area is preferred.</li><li>Possess an ability to prioritize workload in a fast-paced, multi-tasking environment.</li><li>Are proficient in database applications such as ZoomInfo and Microsoft Office tools, including Microsoft Dynamics CRM.</li><li>Are a strong communicator; both in written form and verbally. </li></ul>Encouraging All to Apply:&nbsp;At Rip City, we embrace diversity within our team and celebrate the unique backgrounds, perspectives, and experiences that drive our success. We strongly encourage individuals of all backgrounds and abilities to apply for our open positions. We understand that individuals from underrepresented groups may hesitate to apply if they don't meet every qualification listed&nbsp;above; however, we want to emphasize that if you believe you have the skills and experience to succeed in this role, we encourage you to apply. We would love to hear from you and explore how your unique talents and perspectives could contribute to our team.Offers of employment are conditional upon the successful results of an individual background check. We consider qualified applicants with criminal histories and review results on an individual basis. The Portland Trail Blazers at the Rose Quarter&nbsp;embraces&nbsp;diversity and&nbsp;inclusion. We celebrate individual expression&nbsp;and uniqueness&nbsp;on our campus. We do not tolerate&nbsp;harassment or discrimination.&nbsp;We are committed&nbsp;to hiring&nbsp;individuals&nbsp;that reflect the community we serve&nbsp;without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, disability, genetic information, or other legally protected characteristics.&nbsp;We are an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.PERKS:&nbsp;We invest in our employees inside and outside of work. Our benefits package for full-time teammates includes:<ul><li>Target Salary: $47,800 annually, plus commission/bonus potential</li><li>Competitive&nbsp;Healthcare Coverage</li><li>Retirement Plan</li><li>Paid&nbsp;Maternal &amp;&nbsp;Parental Leave</li><li>Flexible Time Off&nbsp;(3 weeks + 11 holidays)</li><li>Wellness Perks</li><li>Tuition Reimbursement</li><li>Free Parking + Discounted Mass Transit Passes</li><li>Discounted &amp; Complimentary Tickets</li><li>Ongoing Learning &amp; Development</li><li>Daily Free Lunch </li></ul>

Portland Trail Blazers

Season Sales Account Executive

<h3>Job Description:</h3>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.The Expertise and Skills You Bring<ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul>The Value You Deliver<ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.<h3>Certifications:</h3><h3>Category:</h3>Sales

Fidelity Investments

Medicare Advisor

<h3>Job Description:</h3>Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this positionThe Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: <ul><li>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </li></ul><ul><li>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </li></ul><ul><li>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </li></ul><ul><li>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </li></ul><ul><li>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </li></ul><ul><li>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </li></ul>The Expertise and Skills You Bring <ul><li>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </li></ul><ul><li>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </li></ul><ul><li>Strong Excel skills are essential. </li></ul><ul><li>Excellent verbal and written communication skills and comfort with client communication is essential. </li></ul><ul><li>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. The base salary range for this position is $79,000-153,000 USD 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Onboarding and Implementation Manager

<h3>Job Description:</h3>The Role Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:<ul><li>Sales Execution &amp; Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.</li><li>Client Growth &amp; Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment</li><li>Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation</li><li>Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.</li><li>Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.</li><li>Centers of Influence &amp; Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</li><li>Series 7 &amp; 63 licenses required (pass within 90 days)</li><li>10+ years of financial services experience </li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The Team We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!The base salary range for this position is $100,000 - $155,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Model Portfolios

<h3>Job Description:</h3>Vice President, Planning &amp; Engagement The RoleThe Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.The Expertise and Skills You Bring <ul><li>Highly effective networker and relationship builder</li><li>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</li><li>Tenacious problem solver and strong project manager</li><li>Ability to analyze sophisticated data and present findings in a clear and compelling way</li><li>Bachelor's degree, MBA preferred</li><li>10+ years in Financial Services, with solid understanding of the retirement industry</li><li>Experience building productive client relationships in a client management or sales role</li><li>FINRA Series 7 &amp; 63 required</li></ul>The TeamThe team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client ServiceMost 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.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.

Vice President, Planning & Engagement

<h3>Job Description:</h3>Job DescriptionThe Purpose of Your RoleThe Regional Vice President, Advanced Planning (RVP Advanced Planning) is a member of the leadership team within Fidelity’s Advanced Planning and Leadership Development (APLD) organization and will report to the Head of APLD. The RVP Advanced Planning will help shape the future growth of APLD and provide key insights into strategy development, client engagement and experiences, and efforts to scale the delivery of advanced planning services and solutions to Fidelity Wealth Clients. The RVP Advanced Planning’s primary responsibilities will include:<ul><li>Delivery of Advanced Planning services throughout an assigned region(s), including the advocacy, wholesaling, education and training of complex planning topics and their integration within Fidelity’s planning ecosystem, including planning tools and solutions;</li><li>Demonstrate an ability to become a critically important member of the Wealth Regional Leadership Team (ie: 7 regions and PWM)</li><li>Forge strategic relationships with key leaders and stakeholders in the Investment Advisor Group to align strategy, support plan implementation and drive shared accountability for planning outcomes.</li><li>Lead, coach, and inspire a team of Advanced Planners</li><li>Collaborate with the APLD leadership team to oversee and supervise the delivery of non-discretionary financial planning advice and recommendations to clients. </li></ul>Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers #ADVANCED PLANNINGThe Expertise and Skills You Bring<ul><li>10+ years in the financial services industry, with success leading client facing teams responsible for delivering and implementing financial planning solutions for High Net Worth and Ultra High-Net-Worth clients</li><li>Proven ability to influence, coach and lead others</li><li>Attract, hire, motivate and lead are critical skills and responsibilities. Assessment of associate skills, placement of resources, compensation decisions, development plan creation are all part of the day-to-day responsibilities.</li><li>Any of the following designations preferred: CFP®, CPA, JD, M.T., LLM in taxation, or CFA</li><li>Demonstrated proficiency with complex financial planning concepts, including retirement and income planning, tax planning, and trust and estate planning</li><li>Strong command of Fidelity’s wealth and brokerage offerings, products, and solutions</li><li>Commitment to Fidelity’s Leadership Principles</li><li>FINRA Series 7,66, 9 and 10 (obtained within 90-days of employment)</li></ul>The TeamThe Advanced Planning and Leadership Development team collaborates with Fidelity’s advisors provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics. At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.comThe base salary range for this position is $150,000 - $165,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Regional Vice President, Advanced Planning- Mid Atlantic

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

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