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
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