Job Description:
Job Title: Vice President, Regional Account Executive (401K Sales)
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As Vice President, Regional Account Executive (RAE), the successful candidate will drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State (excluding New York City and Long Island). This role is responsible for driving new business growth by building and leveraging a network of financial advisors and third party administrators (TPAs) to identify opportunities and connect clients with Fidelity's retirement plan solutions. Serving as a strategic resource on retirement plan solutions, the RAE will provide a consultative sales experience for advisors, TPAs, and small business owners that helps improve client outcomes and expand Fidelity's presence in the market.
The Expertise and Skills You Bring
Your expertise includes a proven track record in consultative sales, financial services, or benefit-related industries. Preferred qualifications include:
- Experience selling through intermediaries such as financial advisors, TPAs, and consultants
- Demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions
- Proven ability to build and execute territory business plans, including market segmentation, pipeline development, and coverage strategy
- Experience developing referral networks and driving business growth through financial advisors and other key influencers
- Strong relationship-building skills with the ability to earn trust and influence decision-makers
- Ability to thrive in a fast-paced, collaborative, results-oriented environment
- Knowledge of 401(k) recordkeeping, administration, investments, and employee benefits
- FINRA Series 7 and 63 licenses, or the ability to obtain them upon hire
The Team
Fidelity Workplace Investing Sales is a high-performing, collaborative sales organization focused on helping employers and their employees achieve better retirement outcomes. RAEs are responsible for growing Fidelity's presence within their territories by developing advisor and TPA relationships, generating new business opportunities, and partnering with an aligned Retirement Director to deliver retirement and workplace solutions that meet clients' evolving needs.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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.