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<h3>Job Description:</h3><p><strong>VP, Retirement Advisor Consultant- WORK FROM HOME/REMOTE LOCATIONS</strong></p><p><strong>Job Description:</strong></p><p>This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your region. Focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.</p><p><strong>Candidate can be based Remote Nationally</strong></p><p><strong>The Team</strong></p><p>Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.</p><p><strong>The Expertise You Have</strong></p><ul><li>Experience in a business development or sales role</li><li>Understanding of Advisor value proposition and experience</li><li>Track record of running successful initiatives and projects</li><li>Passion for relationship building and partnering</li><li>Curious mind-set combined with a dynamic and flexible operating style</li><li>Project organization, management, and deployment</li><li>Series 7 &amp; 63 licenses need to be acquired upon accepting the role</li><li>Previous experience and knowledge of the retirement benefits landscape are must-haves</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Excellent listening &amp; communication / story-telling skills that develop trust with Advisors, clients, and business partners</li><li>External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions</li><li>Creative problem solving with an ability to combine analytical and critical thinking</li><li>Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities</li><li>Curiosity about people, business, economics, and our product solutions</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Develop an Advisor network focused on growing and better servicing clients with Fidelity</li><li>Create Advisor centric sales strategies with selling teams</li><li>Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions</li><li>Support selling teams to deliver best in class sales meetings with Advisors</li><li>Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system</li><li>Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts</li><li>Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners</li><li>Contribute to product development and process improvement efforts</li><li>Other duties as assigned</li></ul><p>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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p><p>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling 'Dynamic Working'. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.</p><p><strong>Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.</strong></p>The base salary range for this position is $65,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

VP, Advisor Consultant

<h3>Job Description:</h3><p>The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!</p><p>As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the Mid Atlantic territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.</p><p><strong>ASSOCIATE MAY WORK REMOTE FROM EASTERN TIME ZONE</strong>​</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Established experience and success in consulting, sales or the financial service industry</p></li><li><p>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire </p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management </p></li><li><p>A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it</p></li><li><p>Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals</p></li><li><p>You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement </p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships </p></li><li><p>Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options </p></li><li><p>Leading by example and demonstrating organized preparation and effective follow up skills</p></li><li><p>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business</p></li><li><p>Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory</p></li><li><p>Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

VP, Regional Account Executive- 401K Sales

<h3>Job Description:</h3><p>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>The Role</strong><br>We have an exciting sales opportunity in Southeast Florida working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the Boca Raton to Miami markets.</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li></ul><p><br><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team </strong></p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>Must live in the territory. </strong></p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 51 - FINRA<h3>Category:</h3>Sales

Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)

<h3>Job Description:</h3><p>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>The Role</strong><br>We have an exciting sales opportunity in MA/RI working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li><li><p>Territory is in the MA(Boston Metro, Worcester, Cape Cod, Eastern MA) and RI markets.</p></li></ul><p><br><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team </strong></p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Regional Director(RI and MA Territory)

<h3>Job Description:</h3><p>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>The Role</strong><br>We have an exciting sales opportunity in Michigan working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li><li><p>Territory is in the Michigan(Detroit, Ann Arbor)markets.</p></li></ul><p><strong>Must live in Michigan.</strong></p><p><br><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team </strong></p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Regional Director(Detroit/ Ann Arbor Territory)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We have an exciting Divisional Sales Manager Opportunity based in the Mid Atlantic, working with Regional Directors/Wholesalers who are responsible for driving the distribution of Fidelity products, tools, and resources through Financial Advisors and Registered Investment Advisors. We seek someone with a passion for the business, who is energized by helping others succeed and is focused on the growth of client relationships, the growth of individual contributors and the diversity of our business and salesforce. This role provides the opportunity to work within an organization that is focused on teamwork, growth and development of its employees, cross business relationships and driving high client satisfaction.</p><p><strong>The Expertise and the Skills You Bring</strong></p><ul><li>Bachelor’s Degree Required</li><li>Series 7, 63, 24, 51 Required</li><li>Minimum of 10-15 years sales experience required</li><li>5 years of sales management experience in the Financial Services industry preferred</li><li>Your ability to manage salespeople with varying degrees of experience and tenure</li><li>Your passion to coach and provide consistent, constructive feedback</li><li>A desire to lead, motivate and collaborate for the benefit of the team</li><li>The ability to lead with humility, clarity, and courage</li><li>Your knowledge of the industry, the competitive landscape, and our key firms</li><li>Your ability to think strategically about the broader business</li><li>An understanding of the need to follow compliance and regulatory guidelines</li><li>Your skill in managing resources available to your team</li><li>Your proven skills in developing and maintaining a positive sales culture and inclusive environment</li><li>Your strength in problem solving and issue resolution</li><li>Your COI relationships in the region</li><li>Developing and maintaining a highly motivated, highly productive sales team which will lead to stronger client relationships and increased sales</li><li>Collaborating with internal partners and specialists to maximize the ROI with your sales team and our clients.</li><li>The effective management of a sales team leading to diversification of business, growth of client relationships, and high client satisfaction</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As a Divisional Sales Manager your primary responsibility will be the day to day management of your team of Regional Directors/Wholesalers who are providing valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. This role includes the coaching and development of your team in order to ensure that the team has the required sales skills, communication skills, presentation skills and attitude to succeed. You will be responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

SVP, Division Manager, Mid-Atlantic Region

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.<br> </p><p><strong>CANDIDATES MUST BE LOCATED IN CENTRAL OR EASTERN TIME ZONES</strong></p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Require associate in this role to hold Series 7 &amp; 63 licenses</p></li><li><p>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</p></li><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</p></li></ul><p><strong>The Value You Deliver </strong></p><ul><li><p>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</p></li><li><p>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</p></li><li><p>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</p></li><li><p>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</p></li><li><p>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</p></li><li><p>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</p></li><li><p>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</p></li></ul><p><strong>Strategic Book Management</strong></p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</p></li><li><p>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</p></li><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</p></li><li><p>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</p></li><li><p>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</p></li><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</p></li><li><p>Provides analysis and advice to resolve the needs of internal/external customers.</p></li><li><p>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</p></li><li><p>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Investment Solutions Representative</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”</strong> Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>Previous success in sales, preferably in financial services</h3></li><li><h3>Client or customer consultation experience</h3></li><li><h3>Excellent phone and e-mail customer service skills</h3></li><li><h3>Comprehensive understanding of financial services markets, the economy and of industry trends</h3></li><li><h3>FINRA Series 7 licensed</h3></li><li><h3>Series 63 and 65 or 66 licensed OR ability to acquire upon hire</h3></li><li><h3>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</h3></li></ul><h3>The Purpose of Your Role</h3><h3>As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.</h3><h3>The Skills You Bring</h3><ul><li><h3>Comprehensive understanding/interest in the financial services market, economy, and industry trends</h3></li><li><h3>Results-oriented and comfortable working independently within the infrastructure of a large organization</h3></li><li><h3>Strong technology skills and comfort with learning how to use new tools</h3></li><li><h3>Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting</h3></li><li><h3>Excellent interpersonal skills</h3></li><li><h3>Robust influencing and client engagement skills</h3></li></ul><h3>Our Investments in You</h3><h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</h3></li><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li><li><h3>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services</h3></li><li><h3>Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.</h3></li><li><h3>Partnering with other functions and roles within the organization to drive additional business</h3></li><li><h3>Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads</h3></li><li><h3>Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>The Investment Solutions Representative works with clients in Fidelity’s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Investment Solutions Representative I - Merrimack, NH (Evergreen)

<h3>Job Description:</h3><p>The Senior Vice President Institutional Sales will focus on Fidelity Asset Management sales to corporate defined benefit, defined contribution investment only, endowment and foundation, insurance balance sheet, and Taft Hartley prospects. This individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new revenue from the prospective distribution channels listed above.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s Degree required, MBA and CFA desired</p></li><li><p>Series 7 and 63, strong knowledge of US and international capital markets</p></li><li><p>At least 10+ years of institutional sales experience / proven success covering Institutions</p></li><li><p>Experience selling target date solutions</p></li><li><p>Defined benefit experience. Familiarity with LDI and risk management solutions.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.</p></li><li><p>Proficient and successful in selling traditional and alternative investment management solutions.</p></li><li><p>Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).</p></li><li><p>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</p></li><li><p>Strong consultative, relationship-based selling skills.</p></li><li><p>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</p></li><li><p>Outstanding collaboration skills, ability to work appropriately with portfolio managers, , research, marketing, consultant relations, and fellow sales professionals to position and sell the full range of investment solutions for institutional clients.</p></li><li><p>Proven ability to work across a complex organizational culture.</p></li><li><p>Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Excellent communication skills working with various groups within the Fidelity organization</p></li><li><p>Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.</p></li><li><p>Must be proactive and have excellent communication and presentation skills.</p></li><li><p>Excellent interpersonal, problem solving, influencing, and consultative skills.</p></li><li><p>Excellent organizational skills follow through and ability to prioritize.</p></li><li><p>Strong leadership and team building skills.</p></li><li><p>Passion for financial markets, investment process and provision of effective investment solutions.</p></li><li><p>Develop relationships with investment consultant and advisor community.</p></li></ul>The base salary range for this position is $150,000 - $225,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

SVP, Institutional Sales, Large Market

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>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.</p><p>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.</p>

13 Sales Jobs in Merrimack, NH, USA