Fidelity Investments · 5 hours ago
Vice President, Account Executive- 401K/Retirement Sales
Virginia, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $120K/yr
10+ years expFidelity Investments is a leading financial services firm, and they are seeking a Vice President, Account Executive to drive new business growth in the retirement sales sector. This role involves developing relationships with advisors and consultants, leading complex sales pursuits, and delivering tailored retirement plan solutions to clients.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
Analyze plan design, operations, and investments to create tailored recommendations
Collaborate and lead internal partners across product, pricing, finance, and implementation
Qualification
Required
10+ years of institutional sales or senior client-facing experience
Proven sales success working with advisors, consultants, or intermediaries
Defined contribution expertise required
Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)
NASD Series 7 and 63 required
Bachelor's degree required
Willingness to travel ~40%
Ability to quickly diagnose prospect needs and translate them into compelling strategies and solutions
Exceptional critical listening, discovery, and communication skills
Relationship selling expertise with advisors and consultants
Ability to successfully manage a complex, multi-stage institutional sale (typically 2+ months)
Strong fee and contract negotiation capabilities
Ability to analyze plan design, operations, and investments to create tailored recommendations
Mastery of the RFP process and finalist presentations
Ability to prioritize, manage time, and coordinate multiple efforts in a fast-paced environment
Deep product and service knowledge across the DC landscape
Benefits
Comprehensive health care coverage
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
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
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
2026-01-23
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2026-01-22
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