Fidelity Investments · 2 hours ago
Vice President, Planning & Engagement
Roanoke, TX
Full-time
Hybrid
Senior Level, Lead/Staff
$118K/yr - $226K/yr
10+ years expFidelity Investments is a leading financial services company, and they are seeking a Vice President of Planning & Engagement to partner with their largest Strategic Plan Sponsors. This role involves developing and implementing engagement programs to improve participant interaction and support financial wellness initiatives.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants
Build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel
Support Personalized Planning & Advice, our premium advice solution for plan participants
Drive planning & advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships
Develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning & Advice, Planning & Advice, Stock Plan Services, Executive Services and our Retail offering
Educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities
Represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning & advice offerings
Build positive relationships with your clients and Fidelity’s Managing Directors
Qualification
Required
Highly effective networker and relationship builder
Ability to anticipate client needs and concerns, and proactively propose solutions
Tenacious problem solver and strong project manager
Ability to analyze sophisticated data and present findings in a clear and compelling way
Bachelor's degree, MBA preferred
10+ years in Financial Services, with solid understanding of the retirement industry
Experience building productive client relationships in a client management or sales role
FINRA Series 7 & 63 required
Preferred
MBA preferred
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2025-12-30
2025-12-30
Company data provided by crunchbase