About the role

  • VP, Retirement Advisor Consultant focused on educating Advisors and maintaining strong relationships in the retirement plan marketplace for Fidelity. Engaging in business planning and supporting sales efforts.

Responsibilities

  • This role partners with our selling teams
  • Support our business development efforts with Advisors
  • Build our presence in the Advisor retirement plan marketplace
  • Identify, build, and maintain strong relationships with Advisors in your territory
  • Focus on educating Advisors, firms, and partners on our services and processes
  • Partner and be responsible for key projects with our Vice President of External Business Development
  • Serve our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients
  • Develop an Advisor network focused on growing and better servicing clients with Fidelity
  • Create Advisor centric sales strategies with selling teams
  • Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
  • Support selling teams to deliver best in class sales meetings with Advisors
  • Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
  • Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
  • Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
  • Contribute to product development and process improvement efforts

Requirements

  • Experience in a business development or sales role
  • Understanding of Advisor value proposition and experience
  • Track record of running successful initiatives and projects
  • Passion for relationship building and partnering
  • Curious mind-set combined with a dynamic and flexible operating style
  • Project organization, management, and deployment
  • Series 7 & 63 licenses need to be acquired upon accepting the role
  • Previous experience and knowledge of the retirement benefits landscape are must-haves
  • Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
  • External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
  • Creative problem solving with an ability to combine analytical and critical thinking
  • Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
  • Curiosity about people, business, economics, and our product solutions

Benefits

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

Job title

VP, Advisor Consultant

Job type

Experience level

Lead

Salary

$65,000 - $75,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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