Vice President of Planning and Engagement

3 days ago


Jacksonville, Florida, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Vice President to join our team at Fidelity Investments. As a key member of our leadership team, you will be responsible for developing and implementing advice/guidance programs to improve engagement with our clients' participants.

Key Responsibilities
  • Partner with our largest Strategic Plan Sponsors to develop and implement advice/guidance programs
  • Work across our Workplace and Personal Investing businesses to support a wide array of solutions for plan participants
  • Consult with clients on how to position Fidelity's participant engagement solutions to their participants
  • Build and implement strategies to engage participants with the right solution, at the right time, and through the right channel
Requirements
  • Bachelor's degree, MBA preferred
  • 10+ years in Financial Services, with a solid understanding of the retirement industry
  • Experience building productive client relationships in a client management or sales role
  • FINRA Series 7 & 63 required
What We Offer

At Fidelity Investments, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We offer a range of opportunities for learning and career growth, and our working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.

About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.



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