VP - Personalized Planning & Advice Sales- NATIONAL/REMOTE LOCATION

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Posted 5 days ago United States Salary undisclosed
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Job Description

Job Description:

Personalized Planning & Advice Strategic Market Account Executive (AE) will lead acquisition efforts with clients/prospects with over $1B in Defined Contribution AUA.

Role is National and will require travel ( 25%).

Emphasis is on effective sales process and territory management. Role will sell Managed Account capabilities to both existing DC clients (through Relationship Managers) and alongside other AE s to new logo prospects.

The Role

As a Managed Account Strategic Market Account Executive, you will be responsible for prospecting and advancing opportunities. You will lead pursuits and be responsible for developing and maintaining strong relationships internally and externally.

The Expertise You Have

  • 15+ years institutional sales or client-facing experience required.

  • Deep defined contribution experience required.

  • Strategic Market experience preferred.

  • Managed Account experience preferred

  • NASD Series 7 and 63 required.

  • College degree required.

The Skills You Bring

  • Ability to comprehend and conceptualize prospect needs / interests and devise effective strategies

  • Critical listening, questioning and communication skills (written and verbal)

  • Relationship selling skills (B2B client and external consultant)

  • Ability to sustain the complex sale and longer institutional sales cycle (typically 2+ months).

  • Complex and competitive fee and contract negotiation

  • Demonstrated product and service subject matter expertise

  • Ability to coordinate RFP process working with internal partners and consultants

  • Exceptional prioritization, time management and organizational skills.

The Value You Deliver

  • AUA (assets under administration) start up sales.

  • Conversion of existing managed account asset sales

  • Deal strategy development

  • Real Deal Prep Process

  • Finals preparation and presentation

  • Post Finals advancing and closing strategy / execution.

  • Coverage and activity requirements (calls, emails, meetings, LinkedIn)

  • reporting and forecasting

  • Consultant relationships

  • Internal business partner leadership and collaboration

  • Efficient hand-offs to Implementation.

  • Compliance with WI Finance pricing, risk and policies

  • Adherence to FINRA / other sales practice and other requirements

  • FINRA licensing

The Team

You will help Fidelity and WI grow through the acquisition of new managed account clients, assets and multi-product relationships. AEs also help retain existing clients merging with other organizations.

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


Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:


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


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



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 2023. 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.

At Fidelity, 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 ”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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 Accommodation Team by sending an email to , or by calling , prompt 2, option 3.