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Fidelity Investments · 5 days ago

Vice President, Account Executive- 401K/Retirement Sales

Virginia, United States

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Fidelity Investments is a leading financial services firm, and they are seeking a Vice President, Account Executive specializing in 401K and retirement sales. This role is responsible for driving new business growth in the corporate defined contribution space by developing relationships with advisors and consultants, leading complex sales pursuits, and delivering tailored retirement plan solutions.

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

Diagnose prospect needs and translate them into compelling strategies and solutions

Manage complex, multi-stage institutional sales

Negotiate fees and contracts

Analyze plan design, operations, and investments to create tailored recommendations

Master the RFP process and finalist presentations

Prioritize, manage time, and coordinate multiple efforts in a fast-paced environment

Deliver full-service recordkeeping sales and growth of AUA/AUM

Execute winning deal strategies and differentiate Fidelity in a competitive market

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

Conduct rigorous territory coverage and pipeline activity

Provide accurate Salesforce.com forecasting and reporting

Strengthen advisor and consultant relationships that influence new business and retention

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

Ensure seamless hand-offs for successful onboarding

Adhere to risk, compliance, pricing, and FINRA requirements

Qualification

Defined contribution expertiseInstitutional sales experienceNASD Series 7NASD Series 63Relationship selling expertiseComplex sales managementFeeContract negotiationRFP process masteryCritical listening skillsCommunication skillsCreative thinkingTime managementCollaboration skills