VP, Account Leader
4 weeks ago
Job Description:
The VP, Workplace Regional Leader role, is part of Fidelity s Personal & Workplace Investments Organization.\p>The Purpose of Your Role:
VP, Workplace Regional Leader role will be responsible for exceeding defined targets while maintaining high client satisfaction levels and adhering to all regulatory compliance requirements.\u00A0 It will also be your responsibility to observe and coach your associates as they deliver education and guidance via\u00A0on site one-on-one appointments, on site workshops, virtual one on one appointments, and virtual workshops with participants in various employer sponsored plans.\u00A0 You will lead you team in partnering with Relationship Management and working with Plan Sponsors to uncover needs, deliver solutions and support a feedback loop that drives continuous improvement.
How Your Work Impacts the Organization:As a Workplace Regional Leader within the Tax-Exempt Market and Retirement Solutions Organization, you re leading a field-based team tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. Your organization is providing value to Fidelity in a variety of ways to include, increasing cash flow through increasing employee deferrals, and delivering crossover customers that create Personal & Workplace Investment flows.
The Expertise We re Looking For:- Series 7, 63 & 65/66 and Insurance licenses required
- Bachelor s Degree\u00A0required, Master s Degree preferred & CFP certification preferred
- Series 9/10 and/ or 24 license required
- Minimum of 7-10 years of experience in the financial services industry
- Minimum of 5 years of proven sales management experience and proven track record of exceeding team sales targets
- Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues.The Skills You Bring:
- A process to coach and develop your associates
- Proven sales success utilizing a consultative sales process
- Exceptional presentation skills and ability to engage an audience
- Financial Services and Institutional Retirement Plan experience
- In-depth knowledge of the objectives, features, and benefits of Fidelity's solutions
- Self-motivated, team player
- Comfort with frequent travel, up to 75%
- Exceptional relationship management skills
The Value You Deliver:
- Coaching Educators and Planners to deliver fundamental or, as appropriate, complex guidance to workplace plan participants through face-to-face and virtual meeting observations utilizing Fidelity s suite of tools
- Executing an action plan to train your team and ensure your associates maintain a thorough knowledge of Fidelity s product offering while providing a\u00A0broad range of guidance services to our individual participants to foster asset retention and growth
- Utilizing your in-depth knowledge of your region s opportunities and challenges, you are consistently reviewing regional coverage needs and aligning the appropriate resources to meet the plan need/opportunity
- Ensuring strong partnerships with Relationship Management and other business partners to achieve client satisfaction and loyalty measures as determined by the business unit
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 24 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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