VP, Client Retention Executive, Tax- Exempt Market - US Remote

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Posted 4 days ago United States Salary undisclosed
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Job Description

Job Description:

The Rebid Account Executive is responsible for participating in retention strategy and proactive contract extension activities, providing valid, competitive information and developing timely, accurate sales proposals. This individual will focus on Defined Contribution, Defined Benefit, and Health Savings Account opportunities. Specific sales activities include strategy development, customer presentations, proposal development, contract negotiations, market intelligence, Salesforce reporting, and client team sales mentoring. You will partner closely with Managing Directors and Sales Support to build and implement sales processes and align with operational goals.

The Team

You would be the second member of our Tax-Exempt retention team, that is responsible for retaining our exclusive clients across the country. Due to demand, we are adding this role to create better alignment/partnership with existing service teams and delegating functional responsibilities to drive better proactive capabilities on identifying risk and managing our rebid process. You will have an opportunity to influence, shape, and improve our overall retention process.

The Expertise You Have

  • Bachelor s Degree
  • 15 + years of Industry Experience
  • 10 + years of Experience working directly with Institutional Clients and/or External Consultants
  • Series 7 & 63 licenses required
  • Ability to travel 25% nationally
    • Note: Role is Virtual today due to COVID-19 Impact
  • Relationship Building
  • Proven Coaching Skills and/or involvement in Team Selling
  • Understanding of TEM pricing, contracting, and operational requirements

The Skills You Bring

  • You have the ability to develop and maintain a strong network of business partners across Fidelity and in our external consultant community
  • You have a keen awareness of our TEM value proposition and pricing drivers across the marketplace
  • You have knowledge on all products/offerings available to our TEM clients
  • You are able to take ownership of every opportunity and provide support to our service teams throughout the retention process
  • You are able to make decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts
  • You can gain acceptance of ideas and suggestions from senior business executives

The Value You Deliver

  • Maintaining an industry leading 98 + percent client retention strategy
  • Proactively educating and managing internal service team retention efforts to drive better outcomes
  • Efficiently retaining our clients at a competitive market price, while reducing operational complexity to improve our overall margins
  • Own the outcome and demonstrate support for all retention efforts

Please see below for the salary range for work locations in Colorado only:

$100,000 - $180,000

This position is eligible for incentive compensation or an annual bonus opportunity.


Series 07 - FINRA, Series 63 - FINRA

Company 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.

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 Best Place to Work in 2022. 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.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."

We invite you to Find Your Fidelity at .

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 Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 3.