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Fidelity Investments · 4 days ago

Vice President, Account Executive- 401K/Retirement Sales

Washington, DC

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Fidelity Investments is seeking a strategic sales leader for the role of Account Executive in the 401K/Retirement Sales domain. This role involves driving business growth through advisor and consultant relationships, leading complex sales pursuits, and delivering tailored retirement solutions to clients.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Drive new business growth in the Mid and Large Market Corporate Defined Contribution space

Develop deep advisor and consultant relationships

Lead complex pursuits and deliver tailored retirement plan solutions

Guide pursuit teams and orchestrate internal partners

Position Fidelity’s capabilities to win new plans, assets, and multi-product relationships

Manage a complex, multi-stage institutional sale

Create tailored recommendations based on plan design, operations, and investments

Prepare for Real Deal Prep, finals meetings, and post-finals advancement

Conduct rigorous territory coverage and pipeline activity

Ensure accurate Salesforce.com forecasting and reporting

Strengthen advisor and consultant relationships that influence both new business and retention

Collaborate and lead internal partners across product, pricing, finance, and implementation

Qualification

Defined contribution expertiseInstitutional sales experienceSales success with advisorsNASD Series 7NASD Series 63Complex sales managementFeeContract negotiationRFP process masteryCritical listening skillsRelationship selling expertiseSalesforce.com proficiencyCreative thinkingTime management