VP, Advisor Consultant

VP, Retirement Advisor Consultant- WORK FROM HOME/REMOTE LOCATIONS IN NYC, NJ, PHILADELPHIA OR WASHINGTON DC

Job Description:

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.

CANDIDATES MAY BE BASED REMOTELY IN NYC, NJ, PHILADELPHIA OR WASHINGTON DC

The Team

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.

The Expertise You Have

• 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

The Skills You Bring

• 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

The Value You Deliver

• 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
• Other duties as assigned

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 [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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.

Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

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.   

We offer a wide range of benefits 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.

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.

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.