Tax Exempt Market - Account Manager

Job Description

Are you a hardworking and organized person who would thrive in a collaborative environment? If so, come build your career with us!

As a TEM Account Manager your primary responsibility will be supporting Fidelity in our pursuit of Tax-Exempt Market sales for our Core market. You will work closely with your Retirement Director and Account Executive partners to support the teams with both their ongoing advisor relationships and sales process as well as work with Plan Sponsors directly. In this role you are responsible for project managing all aspects of the sales process from inception with pricing through the sales process and concluding with handoffs. You will help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs and client fit. This is a new product offering so you will also be involved in process decisions, design of the process flow and providing feedback to improve. The offering is rapidly evolving and working with TEM 401(k), 403(b) and 457 plan types.

This role relies heavily on your knowledge of Fidelity’s products and services and relies on relationship building skills to collaborate and work across multiple internal business partners and SMEs. It requires the ability to multitask in a high volume and highly detailed environment at a critical phase of our sales process.

The Expertise You Have

• Knowledge of tax-exempt markets, defined contribution and/or financial services industry
• Bachelor’s Degree required / MBA or other advance degree a plus
• Minimum 7 years related product or industry experience / Fidelity experience desirable
• Strong understanding financial advisors and or third-party administrators
• Experience in working in collaborative partnerships.
• Robust communication and interpersonal skills
• Series 7 and 63 Required or attained in 90 days
  
  

The Skills You Bring

• Good business judgement – focus efforts on key priorities, leverage business partners, etc.
• Experience working directly with Tax-Exempt Plans
• Expert industry/competitor knowledge and ongoing 'student of the business'
• Intuition for business ability and desire to learn and upgrade knowledge of industry/regulatory trends that impact retirement/tax exempt plan design and the impact to plan sponsors and participants.
• Get results while preserving relationships. Internal influence skills include organization navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value vs. risk of solutions
• Provide strategic level thinking and analysis to create and/or revise product offering based on Sales needs, client’s requests and perceived gaps
• Engage with client leads and clients in all phases of the sales process and implementation handoff
• Solid collaboration skills and interpersonal skills to communicate effectively at all levels of the organization, both internal and external
• Providing input on new products and services based on changing consultant and new business requirements
• Ability to take initiative in ownership of client deliverables.
• Strong project management skills
• Excellent written and verbal communication skills and creative problem-solving skills.
• Ability to thrive in a very fast-paced demanding environment.
• Strong individual contributor within a team environment
  
  

The Value You Deliver

• Performing strategic analyses on behalf of clients and prospects to identify potential service model issues
• Analyzing the proposal\presentation requirements to analyze fit and deliver pricing to prospects
• Provide support from initial pricing through Implementation. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables.
• Customizing materials and support for deal advancement, finals and follow up. This includes the Plan Exam, fund line ups, product exceptions and finals presentation
• Performing client data analysis to support the positioning of our product value in the sales process.
• Managing multiple projects and prioritizing workload to ensure client\prospect needs are met
• Providing subject matter expertise on retirement and benefit issues during the sales process
• Providing real time market feedback to product, systems and marketing organizations
• Understanding the financial and operational impacts of such solutions, within and out of our standard business model. Owning internal exception approval process steps to find confirmed solutions
  
  

The Team

Workplace Investing Sales is a collaborative, fast paced and exciting environment. In this role you will be responsible for supporting multiple selling teams to ultimately drive sales and grow long term relationships with plan sponsors and trusted advisors. You will have responsibility for prioritizing, organizing, and influencing business partners to improve sales execution and profitability.

Certifications

Series 07 - FINRA, Series 63 - FINRA

Category

Sales Support

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.