Director, Product and Service Consultant- Retirement Services jobs in United States
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Fidelity Investments · 5 days ago

Director, Product and Service Consultant- Retirement Services

positionRoanoke, TX
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$95K/yr - $186K/yr
date7+ years exp

Fidelity Investments is seeking a Director, Product and Service Consultant for their Retirement Services division. This role involves managing the sales process and collaborating with various teams to win and retain corporate clients while leveraging in-depth knowledge of Fidelity’s offerings.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies
Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery
Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos
Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs
Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process
Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers
Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery

Qualification

Defined Contribution experienceSeries 7Series 63Multi-product experienceBachelor's DegreeProject managementListening skillsCommunication skillsRelationship building

Required

Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)
Bachelor's Degree required / MBA or other advance degree a plus
Minimum 7 years related product or industry experience / Fidelity experience desirable
Series 7 and 63 required (can be attained in role)
Approximately 15-25% travel requirement
Proactively collaborates, influences, and establishes relationships across the organization to deliver results
Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand
Strong listening skills to identify internal and external customer needs
Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals
Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

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 Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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