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VP, Tax -Exempt Retirement Distribution- REMOTE US

Fidelity

Fidelity

Operations
Merrimack, NH, USA · Arizona, USA · Remote
USD 130k-219k / year
Posted on Sep 10, 2025
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Job Description:

The Role

Are you curious about a high impact opportunity for self- starter with strong investment and recordkeeping knowledge who excels at establishing relationships?

The VP, Tax-Exempt Retirement Distribution acts as an expert on fixed return annuities and retirement income annuities for clients, prospects, and consultants primarily in the Tax Exempt Market. You will work with Plan Sponsors to make educated investment and plan design -related decisions associated with their Defined Contribution and / or Defined Benefit plans. You will focus on helping our recordkeeping clients and prospects understand their fixed return annuity contracts and determine if there are better solutions available and evaluate various retirement income services/products.

You will be our client facing annuity SME across all of our corporate and tax-exempt clients and coming up with beneficial solutions for clients/prospects in the annuity space!

This role requires 40% national travel and is a US remote work from home position. #REMOTE

The Expertise and Skills You Bring

  • Bachelor’s degree with 15 + years financial services experience
  • FINRA Series 7 and 63 licenses required upfront
  • MBA/CFA/CFP preferred
  • 5 + years’ experience working with Retirement Income products, particularly income annuities in the institutional marketplace
  • 5 + year’ experience working with fixed return, variable, and other annuities in the institutional marketplace
  • Possesses a strong technical knowledge of group fixed annuity products including stable value-oriented group annuity products accumulation, in plan retirement income annuity products and distribution/rollover-oriented income annuities. Solid understanding of variable accumulation annuity products a plus
  • Familiar with other Stable Value products (CIT and Custom Solutions) and stays informed about current market offerings
  • Ability to explain complex topics and nuances in RFP responses, to retirement plan sponsors and third-party consultants. Excels at presenting complex information to people with a variety of levels of understanding
  • Understands the 401(k) and 403(b) marketplace or the ability to learn about it
  • Participates in industry organizations with focus on Retirement Income and Stable Value – DCIIA, SPARK, SVIA, P&I, IRIC
  • Ability and desire to converse with clients (primarily Tax-exempt) and consultants on the topic of annuities, and annuity contracts, Retirement Income and Stable Value
  • Ability to develop an understanding of the Fidelity Proprietary Recordkeeping System (FPRS) and what possible retirement income annuity solutions are operable based on the systems capabilities and make suggestions of various ways to approach/simplify product complexities
  • Delivering Fidelity’s point of view on Stable Value annuities and retirement income annuities to the marketplace
  • Interacting with clients on a regular basis either by phone or face to face
  • Staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role.
  • Working with groups across Fidelity to lead and shape the fixed annuity/stable value products currently held on Fidelity’s platforms.
  • Driving innovation in the fixed and guaranteed income space for Fidelity proprietary products as well as third party products. This will be in partnership with FILI, FIAM, and Asset Management business units
  • Providing thought leadership and product support to the Higher Ed Agile Squad as they develop new capabilities
  • Meeting with clients and consultants regularly as an SME on annuities and stable value products and Retirement Income topic for Fidelity (in partnership with the Relationship Management Function)
  • Attending prospect and client sales finals presentations when fixed return products or retirement income plays a meaningful role in the potential business to Fidelity
  • Leading sessions at Client Conferences and Client Advisory board meetings related to the importance of Stable Value products and Retirement Income
  • Participating in industry organizations and conferences to represent Fidelity POV on Fixed Annuity/Stable Value solutions and Retirement Income topic.

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

This role is part of the Retirement Income Distribution team in the Tax-Exempt Market. Collaboration with managing directors, investment management personnel, consultant relations, and product areas within the organization is a critical aspect of this role.

The base salary range for this position is $130,000-$219,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Consulting

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

Giving back to our communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,500 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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