Director, Product and Service Consultant- Retirement Services

Job Description:

This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you.

The Role

This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product & Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs.

This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs.

The Expertise You Have

• Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)
• Bachelor’s Degree required / MBA or other advance degree a plus
• Minimum 7 years related product or industry experience / Fidelity experience desirable
• Series 7 and 63 required (can be attained in role)
• Approximately 15-25% travel requirement

Proven Skills and Experiences You Bring

• Proactively collaborates, influences, and establishes relationships across the organization to deliver results.
• Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand.
• Strong listening skills to identify internal and external customer needs.
• Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.
• Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.

The Value You Deliver

• Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.
• Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.
• Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.
• Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.
• Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process.
• Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.
• Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.

The Team

Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.

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.

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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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