VP, Workplace Regional Leader - Northeast (MA/NH/NY/PA)

Job Description:

IDEAL CANDIDATE WILL LIVE IN THE TERRITORY THEY WILL BE SUPPORTING, WHICH INCLUDES MA, NH, NY, PA.

The VP, Workplace Regional Leader role, is part of Fidelity’s Personal & Workplace Investments Organization.

​This role is dedicated to leading Education Consultants (ECs), part of our Center of Excellence for Education team, who deliver group education for our participants.

As a Workplace Regional Leader you will lead, develop and coach a team who engages participant-level education and guidance in an effort to drive and deepen participant engagement.

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. It will be your responsibility to motivate and inspire your team, creating an environment where they can thrive. It will also be your responsibility to observe and coach your associates as they deliver education and guidance via on site one-on-one appointments, on site workshops, virtual one on one appointments, and virtual workshops with participants in various employer sponsored plans. You are an expert in your region for the opportunities and challenges associated with delivering on our participant engagement strategy. 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 required, 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 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 broad 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

The base salary range for this position is $96,000 - $175,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 24 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Sales

Originally posted on Himalayas