About the role

  • Solution Architect supporting Workplace Investing sales by analyzing client needs and offering customized solutions. Collaborating with Account Executives to win corporate clients and maintain exceptional service.

Responsibilities

  • This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals.
  • Responsible for performing a comprehensive analysis of client requirements.
  • Problem solving for unique plan features.
  • Representing the Fidelity solution during the sales process.
  • Collaborate with internal business partners and clients.

Requirements

  • Defined Contribution and Defined Benefit expertise required
  • Health & Welfare expertise desirable
  • Bachelor’s degree, minimum; Master's degree preferred
  • Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable
  • Series 7 and 63 required (can be acquired in role)
  • Approximately 50% travel requirement

Benefits

  • Competitive salary
  • Flexible work arrangements
  • Professional development opportunities

Job title

VP, Solution Architect – Retirement Services

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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