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Fidelity Bank · 1 month ago

VP, Solution Architect- Retirement Services

Covington, KY

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Fidelity Bank is seeking a VP, Solution Architect for Retirement Services to join their Workplace Investing Sales team. This role involves collaborating with Account Executives to analyze client requirements and provide strategic solutions to meet complex needs in the retirement services domain.

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Responsibilities

Performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales process

Conducting strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management

Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements

Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps

Providing subject matter expertise on retirement and benefit issues during the sales and rebid process

Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations

Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering

Catalyzing change within the team and business unit with an eye for customer needs

Providing real time market feedback to product, systems, and marketing organizations

Qualification

Defined Contribution expertiseDefined Benefit expertiseSeries 7 certificationSeries 63 certificationHealth & Welfare expertiseClient-facing consultationIndustry knowledgeLeadership skillsPresentation skills

Required

Defined Contribution and Defined Benefit expertise required

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

Leadership skills including coaching, mentoring, displaying Fidelity's core values in all situations

Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions

Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward

Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills

Industry/competitor knowledge and ongoing 'student of the business'