About the role

  • Director, Product and Service Consultant handling Workplace Investing clients at Fidelity. Leading sales processes and collaborating with internal partners to retain and win corporate clients.

Responsibilities

  • works closely with Account Executives, Retention Executives, and Managing Directors to win and retain largest corporate and TEM (Tax Exempt Markets) clients
  • responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs
  • help drive strategy to position Fidelity’s products and services by assessing plan sponsor needs
  • collaborate and work across multiple internal business partners and SMEs

Requirements

  • Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)
  • Bachelor’s Degree required / MBA or other advance degree a plus
  • Minimum 7 years related product or industry experience / Fidelity experience desirable
  • Series 7 and 63 required (can be attained in role)
  • Approximately 15-25% travel requirement

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Job title

Director, Product and Service Consultant – Retirement Services

Job type

Experience level

Lead

Salary

$95,000 - $186,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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