VP, Workplace Giving Business Development Executive

6 days ago


Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

Job Overview

We are seeking a skilled VP, Workplace Giving Business Development Executive to join our team at Fidelity Investments. This is an exciting opportunity to collaborate with Relationship Managers, Advisors, and Employers to engage their employees in tailored Workplace Giving platforms that support comprehensive wellness and retirement needs.

In this role, you will be the primary point of engagement for Employers and Advisors in a market or geographical territory. You will partner with your aligned Managing Directors to provide thought leadership and build product awareness on our multi-layered Workplace Giving solutions and other supporting tools.

The Ideal Candidate

  • Has experience in consulting, sales, and idea adoption within the financial services and/or charitable giving industries
  • Prior non-sales experience in institutional Sales markets is beneficial (operations, product, relationship management, consulting, enablement, program management)
  • Is certified with Series 7 & 63, or has the ability to obtain these certifications within 2 months of hire
  • Demonstrates excellent product adoption skills through rapport building, active listening, qualification questioning, objection balancing, strong presentation delivery, strategic prospecting, and territory management
  • Has a passion for problem-solving and complex planning, with mental agility to evolve recommendations to clients as circumstances and product design may shift
  • Has knowledge of the Financial Services, Employee Benefits, Charitable Giving, or Human Resources Industry, with demonstrated territory, project, and time management skills to achieve goals
  • Understands institutional Relationship Management, institutional product (DC / multi), opportunity sales strategy development with client-facing teams, and multi-channel presenting (phone, Zoom, and in-person as needed)
  • Thrives in customer-focused, team-oriented, and goal-driven environments with a dedication to constant process and self-improvement

Fidelity's Vision

Fidelity Investments is a privately held company dedicated to strengthening the financial well-being of our clients. We assist companies and non-profit organizations in delivering benefits to their employees. Our institution and independent advisors provide investment and technology solutions to help invest their clients' money.

About the Role

This role offers a competitive salary range of $85,000 - $115,000 per year, commensurate with experience, plus opportunities for bonuses and career growth.

Benefits and Perks

  • A comprehensive compensation package including base salary, bonuses, and stock options
  • A hybrid working model blending onsite and offsite work experiences
  • Access to Fidelity's extensive training programs and resources for professional development
  • A commitment to diversity, equity, and inclusion, with a culture that values honesty, integrity, and safety

Certifications and Clearances

Candidates may be required to undergo a background investigation, credit check, and pre-employment drug screening, depending on the role.

Join Fidelity TalentSource LLC

We invite you to explore this exciting opportunity and discover how your skills and experience can make a meaningful impact at Fidelity Investments. Apply today to take the first step towards a rewarding career with our dynamic team.



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